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Salesforce
Docusign

Connect Salesforce and DocuSign integrations

Explore ready-made Salesforce and Docusign templates and start automating in minutes.

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Create a custom workflow

Improve your business operations by integrating Salesforce and DocuSign with Make. Automate sales data flow and contract management, eliminating manual entry and reducing errors, so your team can focus on strategic growth. Experience increased productivity and better customer interactions from initial contact to contract completion.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
Docusign
Action: Select an action
1. Select a trigger

  • Triggers when a bulk data job is created.

  • Triggers when a field has changed in an object.

  • Triggers when a record is created or updated in an object.

2. Select an action

  • Adds a new document to a workspace. Only available for Docusign IAM Plans.

  • Adds a recipient to the bulk send list

  • Adds a user to a workspace. Only available for Docusign IAM Plans.

  • Sends envelopes based on a template to multiple recipients using a bulk send list.

  • Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Creates a bulk send list

  • Creates an envelope using files of a selected workspace. Only available for Docusign IAM Plans.

  • Creates a long-lived pre-filled webform link (less secure, infinite duration)

  • Creates a secure Session Link for the filled webform (more secure, shorter duration)

  • Creates a signing group.

  • Creates a new template using a document.

  • Creates a new Workspace. Only available for Docusign IAM Plans.

  • Deletes a document in a workspace. Only available for Docusign IAM Plans.

  • Downloads a document from a specified envelope.

  • Gets the content of an envelope form data

  • Retrieves the overall status for the specified envelope.

  • Performs an arbitrary authorized API call.

  • Pauses a Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Restores the workspace access to a user. Only available for Docusign IAM Plans.

  • Resumes a paused Workflow Builder workflow instance. Only available for Docusign IAM Plans.

  • Revokes a user's access to a workspace. Only available for Docusign IAM Plans.

  • Creates and sends an envelope using a selected template.

  • Sends an envelope with a document to be signed.

  • Tests a bulk send list

  • Triggers a Workflow Builder workflow. Only available for Docusign IAM Plans.

  • Updates a template

  • Updates a workspace user. Only available for Docusign IAM Plans.

  • Voids an envelope

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate Salesforce and DocuSign using the Make platform to improve your business operations. Use Salesforce as a trigger to automate the flow of sales data into DocuSign, where it functions as an action to automatically populate contracts. This integration eliminates manual data entry and ensures accurate file management, increasing productivity and reducing errors. By linking these applications, you facilitate customer interactions from initial contact to contract completion, allowing your team to focus on strategic tasks and drive business growth. Achieve automation by connecting Salesforce and DocuSign with Make.

[Deprecated] Watch Events
Triggers when an envelope or recipient status is changed.
Trigger
Add document to Workspace (for IAM Plans)
Adds a new document to a workspace. Only available for Docusign IAM Plans.
Action
Add to Bulk Send List
Adds a recipient to the bulk send list
Action
Add User to Workspace (for IAM Plans)
Adds a user to a workspace. Only available for Docusign IAM Plans.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Bulk Send Envelope from Template
Sends envelopes based on a template to multiple recipients using a bulk send list.
Action
Cancel Workflow Instance (for IAM Plans)
Cancels a running Workflow Builder workflow instance. Only available for Docusign IAM Plans.
Action
Create a record
Creates a new record in an object.
Action
Create Bulk Send List
Creates a bulk send list
Action
Load more

How to set up Salesforce and Docusign in 5 easy steps

Date

·

Duration

Step 1

Start your automation

Log in to your Make account to begin setting up your automation.

Date

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Duration

Step 2

Connect Salesforce

Add Salesforce to your workflow by choosing its module in your scenario.

Date

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Duration

Step 3

Configure Salesforce connection

Create a new connection for Salesforce and save your settings.

Date

·

Duration

Step 4

Add DocuSign to workflow

Introduce DocuSign into your scenario by adding its module.

Date

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Duration

Step 5

Finalize DocuSign connection

Set up and authenticate your DocuSign connection to complete your setup.

Improve efficiency: integrate Salesforce with DocuSign today

Integrating Salesforce and DocuSign automates tasks, facilitates e-signatures, offers real-time updates, and improves workflow efficiency with Make, ensuring data accuracy.

Date

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Duration

Automated contract management

Integrating Salesforce with DocuSign automates contract generation and sending directly from Salesforce opportunities.

Date

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Duration

Streamlined document signing

Enable e-signature requests for Salesforce records using DocuSign, minimizing manual input.

Date

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Duration

Real-time status updates

Receive instant status updates in Salesforce when a document is signed via DocuSign, improving visibility.

Date

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Duration

Improved data accuracy

Automatically sync signed documents and data back to Salesforce, reducing errors in manual data entries.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Salesforce with DocuSign through Make allows automation of document management processes. Users can automatically send documents for signatures directly from Salesforce, track the status of agreements, and store completed documents back in Salesforce. This integration reduces manual data entry, minimizes errors, and speeds up the contract lifecycle.

Make provides a user-friendly, no-code platform that lets users connect Salesforce and DocuSign with a few clicks. With pre-built templates and workflows, Make simplifies the setup of integrations, enabling users to focus on their core business tasks.

Yes, Make allows for customization of integrations between Salesforce and DocuSign. Users can create tailored workflows that match their specific business requirements by setting triggers, conditions, and actions, ensuring that the integration fits into their existing processes.

Make takes data security seriously, implementing industry-standard encryption and security protocols to ensure that your data is protected during integration processes. Additionally, users can utilize Salesforce's and DocuSign's built-in security features, like user authentication and access controls, to safeguard sensitive information.