How to connect Salesforce + DocuSign
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.Try ItTriggerInstant
- Step 1: Authenticate Salesforce and DocuSign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.