Salesforce + DocuSign Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Salesforce and DocuSign.


Get started with workflows like: Create custom Salesforce objects from newly completed DocuSign envelopes. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Salesforce + DocuSign in Minutes

It's easy to connect Salesforce + DocuSign and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

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.).

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Folder

Triggers when a new folder is created.

How Salesforce + DocuSign Integrations Work

  1. Step 1: Authenticate Salesforce + DocuSign.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Salesforce + DocuSign