■Overview
The flow "Add a record to Salesforce when a contract is completed in Docusign" is a business workflow that seamlessly integrates the contract process with customer management.
By automatically adding a record to Salesforce triggered by the completion of a contract in Docusign, it enhances operational efficiency while maintaining data consistency.
This allows the sales team to focus more on essential tasks.
■Recommended for
■Benefits of using this template
Since records are automatically added to Salesforce when a contract is completed in Docusign, it eliminates the need for manual data entry.
Information from Docusign is reflected in Salesforce, allowing you to quickly check the latest information.
Automation ensures the consistency of contract information and customer data, improving operational productivity.
When the envelope is completed
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
Create Envelope
Create and Send Envelope from Template
Retrieve Information of a Specific Envelope
Get Document Information for a Specific Envelope
Download a Document from a Specific Envelope
Download Certificate of Completion
Void a Specific Envelope
Send Envelope
Add Attachment to Envelope
Add or Update Documents in an Envelope
Place Fields on a Document
Pre-fill Values for Document Fields
Pre-fill Values for Document Fields (Radio Buttons)
Get Lead Record
Update Lead Record
Create Lead Record
Search Lead Records
Get Latest Lead Record
When the envelope is completed
Create EnvelopeCreate and Send Envelope from TemplateRetrieve Information of a Specific EnvelopeGet Document Information for a Specific EnvelopeDownload a Document from a Specific EnvelopeDownload Certificate of CompletionVoid a Specific EnvelopeSend Envelope
Add Attachment to EnvelopeAdd or Update Documents in an EnvelopePlace Fields on a DocumentPre-fill Values for Document FieldsPre-fill Values for Document Fields (Radio Buttons)
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
