How to integrate DocuSign with Salesforce to automatically update Salesforce data when a contract is signed in DocuSign
How to Integrate Applications
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2024/10/15
How to integrate DocuSign with Salesforce to automatically update Salesforce data when a contract is signed in DocuSign
a.ohta
Managing numerous contract data can be quite a challenging task, right? When you have multiple contracts with different parties, do you ever find yourself unsure of which contracts you have and what other contracts you might need? To address these concerns, we would like to introduce an app integration where <span class="mark-yellow">Salesforce is automatically updated when a contract is signed using DocuSign!</span> This should help clarify cluttered data and make management easier. If you are using DocuSign and Salesforce, consider incorporating this automation.
Benefits of Integrating DocuSign with Salesforce
1. Time-saving
Salesforce will be automatically updated based on the data contracted through DocuSign. Updates occur in real-time, making it easier to check the latest data at any time. Additionally, the contract status will be clear at a glance, making it easier to understand which companies you currently have contracts with and what those contracts entail. You should spend less time on confirmations.
2. Reduced workload and increased efficiency
Automation of updates eliminates the need for manual data entry, shortening the workflow. This should reduce the workload. Furthermore, you will be able to check the contract status using only Salesforce. The reduced back-and-forth between different tools can lead to more efficient data management. If separate teams are using DocuSign and Salesforce, automatic updates can facilitate easier collaboration.
[About Yoom]
Now, let's actually automate the workflow of "updating Salesforce information when a contract is completed with DocuSign." After registering with Yoom, create a flow bot to automate the workflow. We provide detailed instructions with images on how to integrate, so please give it a try!
<span class="mark-yellow">【Please Note】</span>
※Salesforce is an app available only on some paid plans. ※A 2-week free trial is available for the paid plans.
This flow bot template can be copied from below.
1. Press "View Details" on the banner above 2. The page will transition. Press "Try this template" at the bottom 3. Register for Yoom
* If you have already completed registration, the login screen will be displayed, so please log in.
How to Create a DocuSign and Salesforce Integration Flow
Step 1: Integrate DocuSign and Salesforce with My Apps
Once registration for Yoom is complete, the Flowbot template will be copied to "My Projects". If the display appears as shown in the image, please select "My Apps" from the menu on the left.
Click the new connection button at the top right and integrate Yoom with each app.
Integration of DocuSign and Yoom
1. Search Search for DocuSign and click the DocuSign icon.
2. Grant Access
You will be asked to grant access as shown in the image. Check and click "Grant Access".
3. Integration Complete
The screen will switch, and if the above display appears, the integration is complete.
Integration of Salesforce and Yoom
1. Search Search for Salesforce and click the Salesforce icon.
The screen will switch, and if the above display appears, the integration is complete.
Next, copy the template to My Projects and create a Flowbot. If it hasn't been copied yet, please copy the Flowbot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try This Template" on the page you navigated to 3. Register for Yoom * If you have already completed registration, the login screen will be displayed, so please log in.
Step 2: Setting up real-time data retrieval from DocuSign
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template Click "[Copy] Update Salesforce Information When Contract is Completed in DocuSign".
3. Select an app triggerSelect "When Envelope is Completed" from the DocuSign icon. Press Next.
4. Set up the webhook
Set it up on the DocuSign page based on the information displayed.
5. Complete the envelope Once the webhook setup is complete, complete the envelope to use DocuSign's contract data for testing.
6. Run the test
Once the envelope is completed, return to the Yoom screen and press the test button. If "Test Successful" is displayed in blue, the setup is complete. Please press Save.
Step 3: Setting up to retrieve contract data from DocuSign
1. Integrate with the app Select "Retrieve Information of a Specific Envelope" from the DocuSign icon. Press Next.
2. Enter the ID
Enter the ID. Since the envelope ID setup is complete, please only enter the account ID.
3. Run the test Once the setup is complete, press the test button at the bottom. If "Test Successful" is displayed in blue, the setup is complete. Please press Save.
Step 4: Setting up to add data to Salesforce
1. Operate the database Select "Update Record" from the Salesforce icon. Scroll down the screen.
2. Integrate the database
Enter the My Domain URL and the API reference name of the object. For the My Domain URL, please check the supplement at the bottom of the box. The API reference name can be easily entered by entering the My Domain URL.
Click the API reference name box. Since it is displayed in a list as shown in the image, select what you want to update based on DocuSign's data. Click to insert into the box. Once the setup is complete, press Next.
3. Set the conditions for the record you want to update
Set up linking the Salesforce contract ID and the DocuSign envelope ID. Click the empty box on the far right.
Select the red-framed part.
Select the envelope ID and insert it into the box.
4. Set the values for the updated record
Set up adding DocuSign data to Salesforce. The box names above are linked to the API names of the objects set earlier, so they differ from the image, but the setup method is the same.
Click the box where you want to enter DocuSign data.
Click to insert the data as before.
5. Run the test
Once the necessary box settings are complete, press the test button at the bottom. If "Test Successful" is displayed in blue, the setup is complete. Please press Save.
6. Turn the trigger ON
Once the creation of the flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the flowbot using DocuSign and Salesforce.
Flowbot template used this time Update Salesforce Information When Contract is Completed in DocuSign
Other Automation Examples Using DocuSign and Salesforce
Yoom also has other flow bots that use DocuSign and Salesforce.
1. Send a contract via DocuSign when the Salesforce opportunity stage reaches a specified phase You can also automatically send contracts based on Salesforce information.
2. Once the contract is completed with CloudSign, update the information in Salesforce Integration with CloudSign is also possible. Implement automation with your preferred tools.
3. Update Notion information once the contract is completed with DocuSign If you want to aggregate and manage various data, how about integrating with Notion?
Summary
With this integration, work efficiency will be improved, and the workload will be reduced. If the teams using DocuSign and Salesforce are different, automatic updates in Salesforce can simplify communication about contract status. Yoom allows automation without the need for programming. Take this opportunity to integrate DocuSign and Salesforce to make contract data management easier!
The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years.
Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools.
When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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