Docusign + Salesforce
Update Salesforce records whenever DocuSign envelope statuses get updated
Stay up-to-date with your business operations effortlessly by linking DocuSign with Salesforce. This workflow starts when there's an update to the status of an envelope in DocuSign, prompting an automatic update of a record in Salesforce. This smooth process not only saves time, but ensures efficient and consistent data handling across your platforms. Improve document management and streamline your workflow with this seamless integration.
Stay up-to-date with your business operations effortlessly by linking DocuSign with Salesforce. This workflow starts when there's an update to the status of an envelope in DocuSign, prompting an automatic update of a record in Salesforce. This smooth process not only saves time, but ensures efficient and consistent data handling across your platforms. Improve document management and streamline your workflow with this seamless integration.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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