Process document status updates, format data, and create new record in Salesforce from Docusign
Process document status updates, format data, and create new record in Salesforce from Docusign
Process document status updates from DocuSign, format relevant data with Formatter by Zapier, and create a new record in Salesforce. Achieve faster onboarding and clearer tracking of signed documents.
Zap details:
Overview
Process document status updates from DocuSign, format relevant data with Formatter by Zapier, and create a new record in Salesforce. Achieve faster onboarding and clearer tracking of signed documents.