Foxit Integration with Alchemer Workflow

Overview

Foxit eSign is an electronic signature platform used by organizations to send, sign, and manage legally binding documents and signing workflows.

The Alchemer integration with Foxit eSign supports sending a Foxit template out for signing directly from a workflow. The Alchemer Foxit eSign integration allows Alchemer to use workflow data to identify a Foxit eSign template and the signing party's information, then trigger that template to be sent out for signature without manual intervention.

Common uses for the Alchemer Foxit eSign integration

  • Automatically send a document out for signature as part of a workflow
  • Use workflow data to populate the signing party's contact information
  • Kick off e-signature workflows without manual data entry
  • Route different records to different Foxit eSign templates based on workflow logic
  • Reduce turnaround time between a workflow trigger and a signature request

What can the Alchemer Foxit eSign integration do?

You will need


Setup Alchemer Foxit eSign integration in workflow


Foxit eSign | Send template for signing

You will need:

Configure the action

  1. Open your workflow in Workflow builder.
  2. On the right side, drag and drop the Foxit eSign connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Foxit eSign | Send template for signing.
  5. Foxit eSign | Authentication: Select an existing authentication or create a new one using your Client ID, Client Secret, and Hostname.
  6. Foxit eSign | Template: Choose the Foxit eSign template you want to send out for signing, then confirm your selection.
  7. Foxit eSign | Party/Signer Info: Map the Alchemer fields you want to use to the corresponding Foxit fields for the signing party.
    1. Note: Email, First Name, and Last Name must be mapped. All other signer fields are optional.
  8. Save the action.

Status codes

  • 200: Successfully sent the Foxit eSign template out for signing
  • 400: The external integration returned an error

Testing and Troubleshooting

Testing and Validation

How to test

  • Trigger the workflow and monitor individual runs in the Monitor tab.
    • Click into individual workflow runs to see input/output metadata.
  • Confirm the signing party receives the Foxit eSign template.
  • Use metadata values returned to verify success or help debug issues.

How to verify results

  • Check the signing status of the document in Foxit eSign.
  • Ensure the signing party's information matches workflow expectations.

Monitoring Integration Activity

Where to find logs

  • Go to Results → Monitor.
  • Select the integration step you want to inspect.

What logs display

  • Input/Output

Troubleshooting

Authentication issues

  • Incorrect or expired Client ID, Client Secret, or Hostname
  • Missing permissions in Foxit eSign

Mapping errors

  • Email or First name for the signing party not mapped
  • Incorrectly formatted signer field values

Template errors

  • Selected Foxit eSign template no longer exists or was not confirmed

API errors

  • Foxit eSign validation failures
  • Endpoint or runtime errors

FAQs

What permissions do I need?
Integration Manager in Alchemer and API access in Foxit eSign.
When does the integration run?
When the workflow triggers and reaches the Foxit eSign integration step.
Can I use multiple Foxit eSign actions in one workflow?
Yes. Actions can run independently or in sequence.
Which signer fields are required?
Email, First Name, and Last Name must be mapped. Other fields are optional depending on your template.
Why isn't my document being sent?
Check the Monitor logs for authentication issues, unmapped required fields, or API errors.
What if I need additional functionality?
Contact Alchemer Support for enhancement requests.
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