Create custom Salesforce objects from newly completed DocuSign envelopes
When this happensStep 1: Envelope Sent or Completed
Then do thisStep 2: Create Record
If your organization uses DocuSign for customers, sales, or marketing efforts, you might be spending too much time copying over that info into your CRM. Stop wasting your time, and use this integration that creates custom Salesforce objects from newly sent or completed DocuSign envelopes. Focus your efforts elsewhere, and know that you'll have everything you need from completed docs, saved in your CRM.