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
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Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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

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
 

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!

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

​@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.