How to integrate Salesforce with DocuSign to automatically send contracts via DocuSign for opportunities that reach a specified stage in Salesforce
How to Integrate Applications
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2025-04-16
How to integrate Salesforce with DocuSign to automatically send contracts via DocuSign for opportunities that reach a specified stage in Salesforce
a.ohta
When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time. Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.
In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!
By using no-code tools, you can easily set up automation between Gmail and Dropbox. You can start using it right away, so be sure to give it a try!
Recommended for
Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage
For those who want to try it immediately
In this article, we will introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start right away using the template below, so please give it a try!
The sales position is truly challenging. Managing numerous clients while advancing multiple deals... How many tasks are hidden within a process that sounds simple when put into words?
However, the joy of overcoming those challenges and actually closing a deal is unparalleled, isn't it? So, why not automate the administrative tasks around contracts to make the journey to achieving your goals a bit smoother and ride the wave of negotiations more effectively?
This time, we will introduce you to automating your workflow by integrating Salesforce and DocuSign. By integrating Salesforce with DocuSign, you can gain the following benefits!
Benefits of Integrating Salesforce and DocuSign
1. Automatically create and send contracts based on Salesforce information! When a deal managed in Salesforce reaches a specified phase, you can retrieve that information and automatically create and send contracts with DocuSign! This is expected to shorten the time until the contract is finalized.
2. Reduce the burden of administrative tasks Administrative tasks that tend to be postponed can be automatically completed, and you no longer need to manually create important documents like contracts, which can reduce the workload! Especially if you are handling everything from customer management to negotiations and contracts by yourself, the benefits of automation are significant.
Benefits of Integrating Salesforce and DocuSign with Yoom
Integrating apps usually requires programming knowledge. Moreover, even with knowledge, it takes a considerable number of days to automate the workflow.
On the other hand, Yoom allows app integration without coding! This enables you to achieve workflow automation in a time-efficient manner. Additionally, it is easy to operate, making it a user-friendly tool even for those who are not tech-savvy.
How to Create a Salesforce and DocuSign Integration Flow
Now, let's create a Flowbot to automate the workflow of "sending a contract with DocuSign when a Salesforce deal reaches a specified phase." Using the domestic no-code tool Yoom, even those without programming knowledge can easily automate the flow!
Instead of creating a Flowbot from scratch, use a pre-configured template. Yoom offers various templates, allowing you to quickly create the desired Flowbot without coding!
Once you have completed your Yoom registration, click the banner below to proceed.
Let's connect Yoom with each app next. We call this "My App Integration".
My App Integration
Click on the template banner, and at the bottom of the screen, there is a button that says "Try this template," so press it. This will take you to a page called "My Projects", where you can select "My Apps" from the menu on the left side of the screen! ↓
Click on "Create New" in the upper right! Enter "Salesforce" in the search box, and the Salesforce icon will appear, so click on it. There is an easy-to-understand help page from here, so please refer to it!
Once the Salesforce My App Integration is complete, let's move on to the DocuSign My App Integration next. It's recommended to log in to DocuSign in advance, as it will finish quickly if you are already logged in!
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From "Create New" in the upper right, enter "DocuSign" in the search box, and the DocuSign icon will appear, so click on it.
Then, as shown on the screen above, press "Allow Access" to complete the My App Integration. It's very simple, isn't it!
Next, we will proceed to the Flowbot settings!
Flowbot Settings
Click on "My Projects" on the left side of the screen and select "[Copy] Send a contract via Docusign when the Salesforce opportunity phase reaches a specified phase"! Click on Edit in the top right corner.
The creation process of this flowbot consists of 5 steps in total. However, most of the settings are already completed by using the template. You can create a flowbot very easily, so don't worry.
Salesforce Trigger Settings
Click on "Receive Outbound Message" under the Salesforce icon. Since the necessary fields are pre-filled by using the template, make sure the account information linked to Salesforce is correct, then click Next!
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Set up the webhook. Detailed instructions are provided in this article, so follow the content to set it up.
Once completed, press the Test button below, and if "Test Successful" is displayed in blue, press Save.
Retrieve Specified Opportunity Information
Click on "Retrieve Specified Opportunity Information" under the Salesforce icon. Again, since the title and execution action are pre-filled by using the template, check if the account information is correct!
Scroll down and enter your My Domain URL and Object API reference name.
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Enter the information according to the red frame, then click Next.
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Retrieve one record that matches the conditions from the specified table in Salesforce. If it looks like the image above, it's OK, so press the Test button below, and if "Test Successful" is displayed in blue, press Save.
Retrieve Contact Information
Click on "Retrieve Contact Information" under the Salesforce icon. Scroll down again and enter your My Domain URL and Object API reference name.
This time, we want to retrieve the contact information, so if it looks like the image, it's OK! Press Test again, and if successful, save it.
Retrieve Account Information
Click on "Retrieve Account Information" under the Salesforce icon. As before, scroll down and enter your My Domain URL and Object API reference name.
Retrieve account information in the same way as before. Make sure it looks like the image, then don't forget to Test → Test Successful → Save!
DocuSign Settings
Click on "Create and Send Envelope from Template" under the DocuSign icon. Since the necessary fields are pre-filled by using the template, make sure the account information linked to DocuSign is correct, then click Next!
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Fill in the required fields. Please enter according to the red frame!
When you click inside the Template ID box, candidates will be displayed as shown above, so click on the desired template! After filling in the recipient fields, press Test, and if "Test Successful" is displayed in blue, you're good to go!
This completes the integration between Salesforce and DocuSign. If you think "I might want to try it...", please click the banner and check out Yoom.
Summary
By automating contract creation with the integration of Salesforce and DocuSign, the workflow to contract completion becomes faster and easier! Administrative tasks that tend to be postponed can be completed instantly, preventing task accumulation and allowing you to focus more on sales activities.
Additionally, Yoom enables automation of business flows even for those with no programming experience, so you can try Yoom in between work tasks! Please take the opportunity to challenge yourself by creating a flow bot.
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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