Do everything in one place
Customize your DocuSign and Salesforce integration with the following
triggers and actions.
Triggers
When this happens…
DocuSign
- New document receivedNew document received in DocuSign
- New document eventNew document event in DocuSign
- New recipient event Real-timeNew recipient event in DocuSign
Any other trigger you can think up
Salesforce
- Monitor changes in a record Real-timeMonitor changes in a record in Salesforce
- New recordNew record in Salesforce
- New record Real-timeNew record in Salesforce
- New Outbound message Real-timeNew Outbound message in Salesforce
- New platform event Real-timeNew event in Salesforce
- New PushTopic event Real-timeNew PushTopic event in Salesforce
- Export new recordsExport new records in Salesforce
- Export new/updated recordsExport new/updated records in Salesforce
- Scheduled record search using SOQL query WHERE clause BatchScheduled record search using SOQL query WHERE clause in Salesforce
- Scheduled records search using SOQL query BatchScheduled records search using SOQL query in Salesforce
- New records BatchNew records in Salesforce
- New/updated records BatchNew/updated records in Salesforce
- Threshold met for new records created BatchThreshold met for new records created in Salesforce
- Deleted recordRecord deleted in Salesforce
- New/updated recordNew/updated record in Salesforce
- New/updated record Real-timeNew/updated record in Salesforce
Any other trigger you can think up
Actions
Do this…
DocuSign
- Custom actionCustom action in DocuSign (Custom)
- Create/send documentCreate/send document for signing in DocuSign
- Download documentDownload document from DocuSign
- List documents in envelope BatchList documents in DocuSign
- Send document using a templateSend document using a template in DocuSign
Any other action you can think up
Salesforce
- Custom actionCustom action in Salesforce (Custom)
- Approve record in approval processApprove a record in approval process in Salesforce
- Create records in batches BatchCreate records in batches in Salesforce
- Update records in batches BatchUpdate records in batches in Salesforce
- Create recordCreate record in Salesforce
- Publish platform eventPublish platform event in Salesforce
- Delete recordDelete record in Salesforce
- Download attachmentDownload attachment from Salesforce
- Download fileDownload file from Salesforce
- Get record details by IDGet details of specific record in Salesforce
- Get related list by parent record ID BatchGet list of related records in Salesforce
- Get report by IDGet report details in Salesforce
- Get object schemaGet object schema in Salesforce
- Create records in bulk from CSV fileCreate records in bulk in Salesforce from CSV file
- Create records in bulk from CSV file (API 1.0)Create records in bulk in Salesforce from CSV file
- Reject record in approval processReject a record in approval process in Salesforce
- Retry bulk job for failed records from CSV fileRetry objects bulk job in Salesforce from CSV file
- Search records BatchSearch for records in Salesforce
- Search records using SOQL query WHERE clause BatchSearch records using SOQL query WHERE clause in Salesforce
- Search records in bulk using SOQL query (API 1.0)Search records in bulk using SOQL query (API 1.0) in Salesforce
- Search records in bulk using SOQL query (API 2.0)Search records in bulk using SOQL query (API 2.0) in Salesforce
- Search records using SOQL query BatchSearch for records using SOQL query in Salesforce
- Submit record for approvalSubmit a record for approval in Salesforce
- Update records in bulk from CSV fileUpdate records in bulk in Salesforce from CSV file
- Update records in bulk from CSV file (API 1.0)Update records in bulk in Salesforce from CSV file
- Update recordUpdate record in Salesforce
- Upload fileUpload file to Salesforce
- Upsert records in bulk from CSV fileUpsert records in bulk in Salesforce from CSV file
- Upsert records in bulk from CSV file (API 1.0)Upsert records in bulk in Salesforce from CSV file
- Upsert records in batches BatchUpsert records in batches in Salesforce
- Upsert recordUpsert record in Salesforce
Any other action you can think up
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