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.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn moreHelp

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  • Signatures

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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