Docusign + Salesforce
Send updated Salesforce records as templates in DocuSign envelopes
When a record field in Salesforce receives an update, instantly create and send out an envelope using your chosen template in DocuSign. This streamlined workflow not only saves on administrative time but eliminates the risk of missed actions or human error, ensuring your documents are immediately dispatched following any changes on Salesforce. Benefit from integrating these two powerful platforms in managing essential paperwork seamlessly.
When a record field in Salesforce receives an update, instantly create and send out an envelope using your chosen template in DocuSign. This streamlined workflow not only saves on administrative time but eliminates the risk of missed actions or human error, ensuring your documents are immediately dispatched following any changes on Salesforce. Benefit from integrating these two powerful platforms in managing essential paperwork seamlessly.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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