Web form API and salesforce

Question

hello team, Web form Api can be used salesforce integration And other then Workflow Builder (formerly Maestro) can we use Webform API for salesforce and DocuSign webform Integration.

Melanie.Panguito · Answer

Hello ​@munish 4 veda,Thank you for reaching out, and welcome to the Docusign Community!We are thrilled to have you here and look forward to sharing as much knowledge as we can.I want to assure you that I will do my best to assist you. To provide better support, could you please share more details about what you are trying to achieve? In the meantime, I would like to inform you that with DocuSign Maestro, you can connect DocuSign workflow steps like Web Forms to third-party extensions, including Salesforce. You will utilize Maestro along with a WebForm step and the Maestro Salesforce app. The Webform will function as a distinct step within the Maestro workflow, while the Salesforce Read and Write steps will serve as additional components in the same workflow. For more comprehensive instructions, please refer to:Use Docusign Maestro With SalesforceFurthermore, here is a sample workflow that illustrates how this configuration might look:Workflow SampleIf you found my response to be a useful solution to your question, please click the "Best Answer✅" button at the bottom of the post so it helps other community members who might have similar questions. Let us know if you need further assistance.Best regards,Melanie |Docusign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.