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Quickly connect Docusign to Salesforce with a Zapier template.

Our most popular template

Create DocuSign signature requests for updated Salesforce records
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Salesforce + Docusign
Send updated Salesforce records as templates in DocuSign envelopes
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Salesforce + Docusign
Create custom Salesforce objects from newly completed DocuSign envelopes
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Docusign + Salesforce
Create Salesforce leads from newly sent or completed DocuSign envelopes
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Docusign + Salesforce
Create Salesforce records for new DocuSign folders
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Docusign + Salesforce
Update Salesforce records whenever DocuSign envelope statuses get updated
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Docusign + Salesforce

Create DocuSign signature requests for updated Salesforce records

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Salesforce + Docusign

Send updated Salesforce records as templates in DocuSign envelopes

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Details

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Salesforce + Docusign

Create custom Salesforce objects from newly completed DocuSign envelopes

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Docusign + Salesforce

Create Salesforce leads from newly sent or completed DocuSign envelopes

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Docusign + Salesforce

Create Salesforce records for new DocuSign folders

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Docusign + Salesforce

Update Salesforce records whenever DocuSign envelope statuses get updated

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Docusign + Salesforce

Create Docusign signature requests from updated Salesforce records
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Salesforce + Docusign

How Zapier works

Zapier makes it easy to integrate Docusign with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Docusign

A trigger is an event that starts your Zap and runs the workflow. For example, with Docusign, a trigger could be "Envelope Status Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docusign to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docusign to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Docusign + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Docusign and Salesforce

How does DocuSign integration with Salesforce work?

Our integration allows you to send, manage, and sign documents directly within Salesforce. You can initiate DocuSign workflows automatically from triggers like stage changes on opportunities, ensuring that signing documents becomes part of your natural sales progression.

What are the key triggers for automating DocuSign actions in Salesforce?

Key triggers include record updates, creation of new records such as contracts or cases, and changes in opportunity status. Automating based on these triggers ensures timely document processing without manual intervention.

Can I customize the documents sent through the integration?

Yes, our integration supports customization of documents using templates. You can configure which templates to use based on specific conditions or criteria within Salesforce records.

Is it possible to track document status within Salesforce after sending them through DocuSign?

Absolutely. Once a document is sent using our integration, its status updates are automatically synchronized with Salesforce records. This means you can always see real-time updates on whether a document is viewed or signed.

How do I ensure that only authorized users send documents using DocuSign integrated with Salesforce?

We offer user permission settings where you can control who has access to send documents and view their status within the platform, ensuring compliance and security in document handling.

Does the integration support bulk sending of documents?

Yes, our solution allows for bulk sending of documents right from Salesforce. This is particularly useful for sending out agreements or forms that need multiple recipients while tracking each individually.

Are there pre-built workflows available for common use cases in the DocuSign-Salesforce integration?

We provide several pre-built workflows tailored for common scenarios such as contract approvals and client onboarding processes. These workflows help you get started quickly while allowing customization based on specific business needs.

Connect Docusign and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
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- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
Action
Search or write

New Folder
Triggers when a new folder is created.
Trigger
Scheduled
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- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Body
- Salesforce Object
  Required
- Attachment visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Contact to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write