esig webform to kick off workflow in CLM

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!

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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!

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

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

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

Thanks!

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

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
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🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

thank you i will look at this.

​@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?

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!

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I am hitting a brick wall.  Can you point me to some documentation, as I can’t seem to find anything that will show me how to take the data in the params field and convert/move it to an XML variable that the agreement workflow can use?

Thanks for any help.

Hello ​@mshealy 

I'm not sure about the exact documentation you are looking for, and unfortunately, this isn't something that's easily explained in a quick message. What I can do is share the JSON of my workflow, where you can see exactly how I handled converting the params field into an XML variable for use in the agreement workflow. Let me know if you'd like me to send that over.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
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🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

yes, please.