Docusign + Salesforce
Create Salesforce records for new DocuSign folders
Stay organized and streamline your document management process with this seamless workflow between DocuSign and Salesforce. Whenever a new folder is created in DocuSign, a corresponding record will be generated in Salesforce. This way, you can ensure consistent data entry and save time on manual data transfers, allowing you to focus on more important tasks.
Stay organized and streamline your document management process with this seamless workflow between DocuSign and Salesforce. Whenever a new folder is created in DocuSign, a corresponding record will be generated in Salesforce. This way, you can ensure consistent data entry and save time on manual data transfers, allowing you to focus on more important tasks.
- When this happens...New Folder
Triggers when a new folder is created.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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