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Ruby

Yousign - Setup email notifications

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Demonstrates how to setup email notifications based on events. An event is triggered when a user (or our API) make an action or when a status has changed.

Chilkat Ruby Downloads

Ruby
require 'chilkat'

success = false

# This example assumes the Chilkat API to have been previously unlocked.
# See Global Unlock Sample for sample code.

http = Chilkat::CkHttp.new()

# Implements the following CURL command:

# curl --location --request POST 'https://staging-api.yousign.com/procedures' \
# --header 'Authorization: Bearer YOUR_API_KEY' \
# --header 'Content-Type: application/json' \
# --data-raw '{
#     "name": "My first procedure with emails",
#     "description": "Powerful! Here is the description of my first procedure with emails",
#     "members": [
#         {
#             "firstname": "John",
#             "lastname": "Doe",
#             "email": "john.doe@yousign.fr",
#             "phone": "+33612345678",
#             "fileObjects": [
#                 {
#                     "file": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#                     "page": 2,
#                     "position": "230,499,464,589",
#                     "mention": "Read and approved",
#                     "mention2": "Signed by John Doe"
#                 }
#             ]
#         }
#     ],
#     "config": {
#         "email": {
#             "member.started": [
#                 {
#                     "subject": "Hey! You are invited to sign!",
#                     "message": "Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>",
#                     "to": ["@member"]
#                 }
#             ],
#             "procedure.started": [
#                 {
#                     "subject": "John, created a procedure your API have.",
#                     "message": "The content of this email is totally awesome.",
#                     "to": ["@creator", "@members", "billing@yousign.fr"]
#                 }
#             ]
#         }
#     }
# }'

# Use the following online tool to generate HTTP code from a CURL command
# Convert a cURL Command to HTTP Source Code

# Use this online tool to generate code from sample JSON:
# Generate Code to Create JSON

# The following JSON is sent in the request body.

# {
#   "name": "My first procedure with emails",
#   "description": "Powerful! Here is the description of my first procedure with emails",
#   "members": [
#     {
#       "firstname": "John",
#       "lastname": "Doe",
#       "email": "john.doe@yousign.fr",
#       "phone": "+33612345678",
#       "fileObjects": [
#         {
#           "file": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#           "page": 2,
#           "position": "230,499,464,589",
#           "mention": "Read and approved",
#           "mention2": "Signed by John Doe"
#         }
#       ]
#     }
#   ],
#   "config": {
#     "email": {
#       "member.started": [
#         {
#           "subject": "Hey! You are invited to sign!",
#           "message": "Hello <tag data-tag-type=",
#           " data-tag-name=": <tag,
#           "button": [
#             "@member"
#           ]
#         }
#       ],
#       "procedure.started": [
#         {
#           "subject": "John, created a procedure your API have.",
#           "message": "The content of this email is totally awesome.",
#           "to": [
#             "@creator",
#             "@members",
#             "billing@yousign.fr"
#           ]
#         }
#       ]
#     }
#   }
# }

json = Chilkat::CkJsonObject.new()
json.UpdateString("name","My first procedure with emails")
json.UpdateString("description","Powerful! Here is the description of my first procedure with emails")
json.UpdateString("members[0].firstname","John")
json.UpdateString("members[0].lastname","Doe")
json.UpdateString("members[0].email","john.doe@yousign.fr")
json.UpdateString("members[0].phone","+33612345678")
# Use the actual file ID here...
json.UpdateString("members[0].fileObjects[0].file","/files/23686fbe-3ae1-4de9-9e01-58bbf29b2b18")
json.UpdateInt("members[0].fileObjects[0].page",2)
json.UpdateString("members[0].fileObjects[0].position","230,499,464,589")
json.UpdateString("members[0].fileObjects[0].mention","Read and approved")
json.UpdateString("members[0].fileObjects[0].mention2","Signed by John Doe")
json.UpdateString("config.email.\"member.started\"[0].subject","Hey! You are invited to sign!")
json.UpdateString("config.email.\"member.started\"[0].message","Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>")
json.UpdateString("config.email.\"member.started\"[0].to[0]","@member")
json.UpdateString("config.email.\"procedure.started\"[0].subject","John, created a procedure your API have.")
json.UpdateString("config.email.\"procedure.started\"[0].message","The content of this email is totally awesome.")
json.UpdateString("config.email.\"procedure.started\"[0].to[0]","@creator")
json.UpdateString("config.email.\"procedure.started\"[0].to[1]","@members")
json.UpdateString("config.email.\"procedure.started\"[0].to[2]","billing@yousign.fr")

# Adds the "Authorization: Bearer YOUR_API_KEY" header.
http.put_AuthToken("YOUR_API_KEY")

resp = Chilkat::CkHttpResponse.new()
success = http.HttpJson("POST","https://staging-api.yousign.com/procedures",json,"application/json",resp)
if (success == false)
    print http.lastErrorText() + "\n";
    exit
end

sbResponseBody = Chilkat::CkStringBuilder.new()
resp.GetBodySb(sbResponseBody)
jResp = Chilkat::CkJsonObject.new()
jResp.LoadSb(sbResponseBody)
jResp.put_EmitCompact(false)

print "Response Body:" + "\n";
print jResp.emit() + "\n";

respStatusCode = resp.get_StatusCode()
print "Response Status Code = " + respStatusCode.to_s() + "\n";
if (respStatusCode >= 400)
    print "Response Header:" + "\n";
    print resp.header() + "\n";
    print "Failed." + "\n";
    exit
end

# Sample JSON response:
# (Sample code for parsing the JSON response is shown below)

# {
#   "id": "/procedures/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#   "name": "My first procedure with emails",
#   "description": "Powerful! Here is the description of my first procedure with emails",
#   "createdAt": "2018-12-05T06:53:34+01:00",
#   "updatedAt": "2018-12-05T06:53:34+01:00",
#   "finishedAt": null,
#   "expiresAt": null,
#   "status": "active",
#   "creator": null,
#   "creatorFirstName": null,
#   "creatorLastName": null,
#   "workspace": "/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#   "template": false,
#   "ordered": false,
#   "parent": null,
#   "metadata": [
#   ],
#   "config": {
#     "email": {
#       "procedure.started": [
#         {
#           "subject": "John, created a procedure your API have.",
#           "message": "The content of this email is totally awesome.",
#           "to": [
#             "@creator",
#             "@members",
#             "billing@yousign.fr"
#           ]
#         }
#       ],
#       "member.started": [
#         {
#           "subject": "Hey! You are invited to sign!",
#           "message": "Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>",
#           "to": [
#             "@member"
#           ]
#         }
#       ]
#     }
#   },
#   "members": [
#     {
#       "id": "/members/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#       "user": null,
#       "type": "signer",
#       "firstname": "John",
#       "lastname": "Doe",
#       "email": "john.doe@yousign.fr",
#       "phone": "+33612345678",
#       "position": 1,
#       "createdAt": "2018-12-05T06:53:34+01:00",
#       "updatedAt": "2018-12-05T06:53:34+01:00",
#       "finishedAt": null,
#       "status": "pending",
#       "fileObjects": [
#         {
#           "id": "/file_objects/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#           "file": {
#             "id": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#             "name": "The best name for my file.pdf",
#             "type": "signable",
#             "contentType": "application/pdf",
#             "description": null,
#             "createdAt": "2018-12-05T06:52:54+01:00",
#             "updatedAt": "2018-12-05T06:53:34+01:00",
#             "sha256": "bb57ae2b2ca6ad0133a699350d1a6f6c8cdfde3cf872cf526585d306e4675cc2",
#             "metadata": [
#             ],
#             "workspace": "/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#             "creator": null,
#             "protected": false,
#             "position": 0,
#             "parent": null
#           },
#           "page": 2,
#           "position": "230,499,464,589",
#           "fieldName": null,
#           "mention": "Read and approved",
#           "mention2": "Signed by John Doe",
#           "createdAt": "2018-12-05T06:53:34+01:00",
#           "updatedAt": "2018-12-05T06:53:34+01:00",
#           "parent": null,
#           "reason": "Signed by Yousign"
#         }
#       ],
#       "comment": null,
#       "notificationsEmail": [
#       ],
#       "operationLevel": "custom",
#       "operationCustomModes": [
#         "sms"
#       ],
#       "operationModeSmsConfig": null,
#       "parent": null
#     }
#   ],
#   "subscribers": [
#   ],
#   "files": [
#     {
#       "id": "/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#       "name": "The best name for my file.pdf",
#       "type": "signable",
#       "contentType": "application/pdf",
#       "description": null,
#       "createdAt": "2018-12-05T06:52:54+01:00",
#       "updatedAt": "2018-12-05T06:53:34+01:00",
#       "sha256": "bb57ae2b2ca6ad0133a699350d1a6f6c8cdfde3cf872cf526585d306e4675cc2",
#       "metadata": [
#       ],
#       "workspace": "/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX",
#       "creator": null,
#       "protected": false,
#       "position": 0,
#       "parent": null
#     }
#   ],
#   "relatedFilesEnable": false,
#   "archive": false,
#   "archiveMetadata": [
#   ],
#   "fields": [
#   ],
#   "permissions": [
#   ]
# }

# Sample code for parsing the JSON response...
# Use the following online tool to generate parsing code from sample JSON:
# Generate Parsing Code from JSON

id = jResp.stringOf("id")
name = jResp.stringOf("name")
description = jResp.stringOf("description")
createdAt = jResp.stringOf("createdAt")
updatedAt = jResp.stringOf("updatedAt")
finishedAt = jResp.stringOf("finishedAt")
expiresAt = jResp.stringOf("expiresAt")
status = jResp.stringOf("status")
creator = jResp.stringOf("creator")
creatorFirstName = jResp.stringOf("creatorFirstName")
creatorLastName = jResp.stringOf("creatorLastName")
workspace = jResp.stringOf("workspace")
template = jResp.BoolOf("template")
ordered = jResp.BoolOf("ordered")
parent = jResp.stringOf("parent")
relatedFilesEnable = jResp.BoolOf("relatedFilesEnable")
archive = jResp.BoolOf("archive")
i = 0
count_i = jResp.SizeOfArray("metadata")
while i < count_i
    jResp.put_I(i)
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("config.email.\"procedure.started\"")
while i < count_i
    jResp.put_I(i)
    subject = jResp.stringOf("config.email.\"procedure.started\"[i].subject")
    message = jResp.stringOf("config.email.\"procedure.started\"[i].message")
    j = 0
    count_j = jResp.SizeOfArray("config.email.\"procedure.started\"[i].to")
    while j < count_j
        jResp.put_J(j)
        strVal = jResp.stringOf("config.email.\"procedure.started\"[i].to[j]")
        j = j + 1
    end
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("config.email.\"member.started\"")
while i < count_i
    jResp.put_I(i)
    subject = jResp.stringOf("config.email.\"member.started\"[i].subject")
    message = jResp.stringOf("config.email.\"member.started\"[i].message")
    j = 0
    count_j = jResp.SizeOfArray("config.email.\"member.started\"[i].to")
    while j < count_j
        jResp.put_J(j)
        strVal = jResp.stringOf("config.email.\"member.started\"[i].to[j]")
        j = j + 1
    end
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("members")
while i < count_i
    jResp.put_I(i)
    id = jResp.stringOf("members[i].id")
    user = jResp.stringOf("members[i].user")
    v_type = jResp.stringOf("members[i].type")
    firstname = jResp.stringOf("members[i].firstname")
    lastname = jResp.stringOf("members[i].lastname")
    email = jResp.stringOf("members[i].email")
    phone = jResp.stringOf("members[i].phone")
    position = jResp.IntOf("members[i].position")
    createdAt = jResp.stringOf("members[i].createdAt")
    updatedAt = jResp.stringOf("members[i].updatedAt")
    finishedAt = jResp.stringOf("members[i].finishedAt")
    status = jResp.stringOf("members[i].status")
    comment = jResp.stringOf("members[i].comment")
    operationLevel = jResp.stringOf("members[i].operationLevel")
    operationModeSmsConfig = jResp.stringOf("members[i].operationModeSmsConfig")
    parent = jResp.stringOf("members[i].parent")
    j = 0
    count_j = jResp.SizeOfArray("members[i].fileObjects")
    while j < count_j
        jResp.put_J(j)
        id = jResp.stringOf("members[i].fileObjects[j].id")
        fileId = jResp.stringOf("members[i].fileObjects[j].file.id")
        fileName = jResp.stringOf("members[i].fileObjects[j].file.name")
        fileType = jResp.stringOf("members[i].fileObjects[j].file.type")
        fileContentType = jResp.stringOf("members[i].fileObjects[j].file.contentType")
        fileDescription = jResp.stringOf("members[i].fileObjects[j].file.description")
        fileCreatedAt = jResp.stringOf("members[i].fileObjects[j].file.createdAt")
        fileUpdatedAt = jResp.stringOf("members[i].fileObjects[j].file.updatedAt")
        fileSha256 = jResp.stringOf("members[i].fileObjects[j].file.sha256")
        fileWorkspace = jResp.stringOf("members[i].fileObjects[j].file.workspace")
        fileCreator = jResp.stringOf("members[i].fileObjects[j].file.creator")
        fileProtected = jResp.BoolOf("members[i].fileObjects[j].file.protected")
        filePosition = jResp.IntOf("members[i].fileObjects[j].file.position")
        fileParent = jResp.stringOf("members[i].fileObjects[j].file.parent")
        page = jResp.IntOf("members[i].fileObjects[j].page")
        position_str = jResp.stringOf("members[i].fileObjects[j].position")
        fieldName = jResp.stringOf("members[i].fileObjects[j].fieldName")
        mention = jResp.stringOf("members[i].fileObjects[j].mention")
        mention2 = jResp.stringOf("members[i].fileObjects[j].mention2")
        createdAt = jResp.stringOf("members[i].fileObjects[j].createdAt")
        updatedAt = jResp.stringOf("members[i].fileObjects[j].updatedAt")
        parent = jResp.stringOf("members[i].fileObjects[j].parent")
        reason = jResp.stringOf("members[i].fileObjects[j].reason")
        k = 0
        count_k = jResp.SizeOfArray("members[i].fileObjects[j].file.metadata")
        while k < count_k
            jResp.put_K(k)
            k = k + 1
        end
        j = j + 1
    end
    j = 0
    count_j = jResp.SizeOfArray("members[i].notificationsEmail")
    while j < count_j
        jResp.put_J(j)
        j = j + 1
    end
    j = 0
    count_j = jResp.SizeOfArray("members[i].operationCustomModes")
    while j < count_j
        jResp.put_J(j)
        strVal = jResp.stringOf("members[i].operationCustomModes[j]")
        j = j + 1
    end
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("subscribers")
while i < count_i
    jResp.put_I(i)
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("files")
while i < count_i
    jResp.put_I(i)
    id = jResp.stringOf("files[i].id")
    name = jResp.stringOf("files[i].name")
    v_type = jResp.stringOf("files[i].type")
    contentType = jResp.stringOf("files[i].contentType")
    description = jResp.stringOf("files[i].description")
    createdAt = jResp.stringOf("files[i].createdAt")
    updatedAt = jResp.stringOf("files[i].updatedAt")
    sha256 = jResp.stringOf("files[i].sha256")
    workspace = jResp.stringOf("files[i].workspace")
    creator = jResp.stringOf("files[i].creator")
    v_protected = jResp.BoolOf("files[i].protected")
    position = jResp.IntOf("files[i].position")
    parent = jResp.stringOf("files[i].parent")
    j = 0
    count_j = jResp.SizeOfArray("files[i].metadata")
    while j < count_j
        jResp.put_J(j)
        j = j + 1
    end
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("archiveMetadata")
while i < count_i
    jResp.put_I(i)
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("fields")
while i < count_i
    jResp.put_I(i)
    i = i + 1
end
i = 0
count_i = jResp.SizeOfArray("permissions")
while i < count_i
    jResp.put_I(i)
    i = i + 1
end