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esig webform to kick off workflow in CLM

Forum|Forum|1 year ago
August 12, 2025
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Has anyone used a webform to kick off a CLM workflow? If so how.

Best answer by Pawan Gangwani

The workflow that the agreement action calls. What steps in the wf that come from a webform along with an attachment.

Once the Agreement Action rule kicks off the workflow, all the data submitted via the web form, including attachments, comes into the workflow as XML under the "items" node. To process this data within DocuSign CLM, you need to convert this XML into the CLM-specific XML format, typically structured with a <Root> and <TemplateFieldData> tags. This transformation usually requires custom C# code to parse and map the data correctly. The step will be as you configure the workflow according to your requirement.

Thanks!

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Pawan Gangwani

Hero

hello @mshealy

Welcome to the DocuSign Community!

To kick off a CLM workflow from a webform, you'll need to complete two configurations to establish the connection between eSignature and CLM:

1. Set Up Agreement Action

First, configure an Agreement Action to create a connection between your DocuSign eSignature account and your CLM environment. This enables documents signed via eSignature to be archived into CLM.

2. Create an Agreement Action Rule

Next, create a Rule under Agreement Actions that defines when the workflow should be triggered.

The rule should be condition-based (e.g., based on a specific template or field value).
The rule must include the following actions:
- Archive to DocuSign CLM
- Kick off CLM Workflow

This ensures that once the document is signed through the webform, it is archived in CLM and the specified workflow is automatically initiated

More info: Start Workflow Agreement Action in Docusign CLM

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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mshealy

Author

Established Contributor

Do you have an example that you could share? wf

Denise

Pawan Gangwani

Hero

Do you have an example that you could share? wf

Hello,

I am happy to share an example. What specifically are you looking for?

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

mshealy

Author

Established Contributor

The workflow that the agreement action calls. What steps in the wf that come from a webform along with an attachment.

Denise

Pawan Gangwani

Answer

Hero

The workflow that the agreement action calls. What steps in the wf that come from a webform along with an attachment.

Once the Agreement Action rule kicks off the workflow, all the data submitted via the web form, including attachments, comes into the workflow as XML under the "items" node. To process this data within DocuSign CLM, you need to convert this XML into the CLM-specific XML format, typically structured with a <Root> and <TemplateFieldData> tags. This transformation usually requires custom C# code to parse and map the data correctly. The step will be as you configure the workflow according to your requirement.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

mshealy

Author

Established Contributor

can you send an example of this @Pawan Gangwani . i don’t see items in my wf.

Denise

Pawan Gangwani

Hero

@mshealy Like I have configured my workflow according to my requirement. Hope it helps.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

mshealy

Author

Established Contributor

@mshealy Like I have configured my workflow according to my requirement. Hope it helps.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

thank you i will look at this.

Denise

mshealy

Author

Established Contributor

@mshealy Like I have configured my workflow according to my requirement. Hope it helps.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

what is in your decision 1?

Denise

Pawan Gangwani

Hero

Hello @mshealy If you're referring to the first decision step, labeled "Decision 2," it contains a condition that determines whether the workflow is being triggered from the CLM intake form or the e-signature web form. As you can see, I am designing the workflow to handle both forms within a single process.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

Show more replies

1. Set Up Agreement Action

2. Create an Agreement Action Rule

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