Docusign + Salesforce
Create DocuSign signature requests for updated Salesforce records
Easily streamline your document management process with this Salesforce and DocuSign workflow. When a record field is updated in Salesforce, it triggers a signature request to be created in DocuSign, keeping your documentation up-to-date and ensuring timely approvals. Save time and stay organized by automating this crucial step in your sales process.
Easily streamline your document management process with this Salesforce and DocuSign workflow. When a record field is updated in Salesforce, it triggers a signature request to be created in DocuSign, keeping your documentation up-to-date and ensuring timely approvals. Save time and stay organized by automating this crucial step in your sales process.
- When this happens...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.).
- automatically do this!Send Envelope Using Document
Sends an envelope signature request using a document.
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