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Integrating Salesforce with DocuSign by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Salesforce and DocuSign

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Integrations for Salesforce
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

Integrations for DocuSign
DocuSign Alternatives

Looking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives

  • DocSend Integration DocSend
  • Hellosign Integration Hellosign
  • RightSignature Integration RightSignature
  • SignRequest Integration SignRequest
  • PandaDoc Integration PandaDoc
  • SignNow Integration SignNow
Connect Salesforce + DocuSign in easier way

It's easy to connect Salesforce + DocuSign without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

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

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

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

  • New/Update Envelope

    Trigger when a status of the envelope changed.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Salesforce & DocuSign Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 11:55 pm
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