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.).

    TriggerPolling
  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

docusign logo
docusign logo

About Docusign

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

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  • Signatures

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About Salesforce

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