The Scrive package exposes some Apex classes and methods for sending a Scrive Document from Apex. For example: automatically send a Scrive Document from a trigger event.

Note that you cannot use simple callouts from Salesforce triggers. Instead, you need to create Future Methods, which run asynchronously in the background. This topic is covered in the Salesforce Apex Developer Guide.

Apex example 1:

Sending a document created from a given process template for a given record.

scrive.ScriveDocument doc = scrive.ScriveDocument.createFromProcessTemplate('ProcessTemplateID', 'recordID');

doc.fillin();

scrive.ScriveDeliveryService.send(doc);

This three-line piece of code is all you need to create a Scrive Document in Salesforce and send it to a customer. Remember to enter the Scrive package namespace, by using scrive. before evoking any package methods. The fill-in method maps fields from Salesforce to Scrive.

Apex example 2:

Creating Scrive document from Scrive template

scrive.ScriveDocument doc = scrive.ScriveDocument.createFromTemplate('Template Id from Scrive');

doc.fillin();

doc.SaveLocally();

This is very similar to Apex example 1. Here you use .createFromTemplate method, and .SaveLocally() instead of send.

Apex example 3:

Sending Scrive document from Scrive template with addition of signing party

scrive.ScriveDocument doc = scrive.ScriveDocument.createFromTemplate('Template Id from Scrive');

Contact[] contacts = [SELECT Id, AccountId

FROM Contact

WHERE Id = '00358000007mZL2'];

doc.addParty(contacts.get(0));

doc.fillin();

scrive.ScriveDeliveryService.send(doc);

Apex example 4:

Sending a Scrive document from a trigger’s event

@future(callout=true)

public static void sendScriveDocuments(Id[] opportunityIds) {

for (Opportunity opp : opportunityIds) {

scrive.ScriveDocument doc = scrive.ScriveDocument.createFromProcessTemplate('ProcessTemplateID', opp.id);

doc.fillin();

scrive.ScriveDeliveryService.send(doc);

}

}

Adding a @future statement allows for the use of callout methods inside Salesforce triggers.

Salesforce

Scrive for Salesforce