Send a contract via DocuSign when a Salesforce opportunity reaches a specified stage
Send a contract via DocuSign when a Salesforce opportunity reaches a specified stage
Launch this workflow to connect
Salesforce &
DocuSign
!
■Overview
Do you manually create contracts and send them via DocuSign after an opportunity moves to the Closed Won stage in Salesforce? While this process requires a quick response, it is also critical work where errors such as incorrect data entry are unacceptable, making it a significant burden for the person in charge. With this workflow, when a Salesforce opportunity stage is updated, the relevant information is automatically retrieved and the contract is sent via DocuSign, streamlining the process through contract execution.
■Who is this template for?
- Sales representatives who find creating and sending contracts after closing a deal in Salesforce time-consuming
- Those considering automating the entire contract execution process using Salesforce and DocuSign
- Managers who want to eliminate manual data entry errors and improve their sales team's productivity
■Benefits of using this template
- The contract is automatically sent when the Salesforce opportunity stage is updated, reducing the time spent manually creating and sending contracts.
- Because the contract is created using accurate information from Salesforce, this workflow helps prevent human errors such as incorrect manual data entry.
■Flow bot steps
- First, connect DocuSign and Salesforce to Yoom.
- Next, select Salesforce as the trigger and set it to “When an outbound message is received.” This setting sends a notification to Yoom when an opportunity is updated to a specific stage in Salesforce.
- Under Operations, use Salesforce’s “Retrieve record” action to retrieve the opportunity, contact, and account information required to create the contract.
- Finally, under Operations, set up DocuSign’s “Create and send envelope from template” action to send the contract using the retrieved information.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- When retrieving opportunity, contact, and account information from Salesforce, you can add specific conditions to narrow down the records included.
- When creating and sending an envelope in DocuSign, you can set the recipient’s email address, subject, message, and other fields to any values you choose. You can also use information retrieved from Salesforce as variables in each field.
■Notes
・Connect Salesforce and DocuSign to Yoom.
・Salesforce is available only on the Team and Success plans. Please note that on the Free and Mini plans, operations and Data Connects in configured flow bots will result in errors.
・Paid plans such as the Team and Success plans include a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a New Record Is Created in the Lead Object
When a New Record Is Created in the Account Object
When a New Record Is Created in the Opportunity Object
When a New Record Is Created in Contacts
When a Record Is Created 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 Contacts
When a New Record Is Created in a Custom Object
When a Record Is Created or Updated in a Custom Object
When a Record Is Created in the Event Object
When a Record Is Created in the ToDo Object
When an Outbound Message Is Received
When a File Is Uploaded
When a Calendar Event Is Created
When a Calendar Event Is Updated
When a Calendar Event Is Deleted
When an Approval Request Is Approved
Flowbot operations
Get Lead Records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Records
Update Account Records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity Records
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact Records
Create Contact Records
Search Contact Records
Get Custom Object Record
Flowbot triggers
When a New Record Is Created in the Lead ObjectWhen a New Record Is Created in the Account ObjectWhen a New Record Is Created in the Opportunity ObjectWhen a New Record Is Created in ContactsWhen a Record Is Created 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 ContactsWhen a New Record Is Created in a Custom ObjectWhen a Record Is Created or Updated in a Custom ObjectWhen a Record Is Created in the Event ObjectWhen a Record Is Created in the ToDo ObjectWhen an Outbound Message Is ReceivedWhen a File Is UploadedWhen a Calendar Event Is CreatedWhen a Calendar Event Is UpdatedWhen a Calendar Event Is DeletedWhen an Approval Request Is Approved
Flowbot operations
Get Lead RecordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordsUpdate Account RecordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordsCreate Contact RecordsSearch 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 Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate a ToDo for a Contact ObjectLog Activity 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 PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract RecordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract Record with an Opportunity RecordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLRetrieve Approval Request Field List
Flowbot triggers
When the Envelope Is Completed
Flowbot operations
Create EnvelopeCreate and Send Envelope from TemplateRetrieve Specific Envelope InformationRetrieve Document Information for a Specific EnvelopeDownload Documents from a Specific EnvelopeDownload CertificateVoid a Specific EnvelopeSend EnvelopeAdd Attachment to EnvelopeAdd or Update Documents in an EnvelopeSet Fields on DocumentAdd Values to Document FieldsAdd Values to Document Fields (Radio Buttons)Delete or Void EnvelopeGet Custom Document Field ValuesAdd Custom Field to Specified DocumentSearch EnvelopesSearch Envelopes (Using Next Page Start Position)Get Envelope Recipient Tabs ListCreate and Send Envelope from Template (with Tabs)Retrieve Template Tab InformationCreate and Send Envelope from Template (Single Envelope/Multiple Tabs/Single Tab Label)Create and Send Envelope from Template (Single Envelope/Single Tab/Multiple Tab Labels)Retrieve Template InformationDelete a Document from a Specific EnvelopeMore inspiration for you
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