I would like to underastand if there is a possibility to ovverride the standard notification and expiration days from a docusign envelope which is being sent using hubspot.
Docusign allows the user to edit this setting per envelope being sent.
I would like to underastand if there is a possibility to ovverride the standard notification and expiration days from a docusign envelope which is being sent using hubspot.
Docusign allows the user to edit this setting per envelope being sent.
Yes, you can override the notification and expiration settings for DocuSign envelopes sent via HubSpot by using the DocuSign API. HubSpot’s built-in DocuSign integration doesn’t provide direct options for this, but you can customize these settings through API requests.
To do this, you need to create a middleware application that connects HubSpot and DocuSign. When sending an envelope, include the notification object in your API request to set custom reminders and expiration rules. For example, you can enable reminders to be sent every two days and set the envelope to expire after 30 days with a warning five days before expiration.
Once your middleware is set up, you can automate the process by triggering API requests when specific actions happen in HubSpot, like deal stage changes. This way, each envelope will have the correct notification and expiration settings without manual adjustments.
