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September 6, 2024
Question

Docusign custom integration with Salesforce

  • September 6, 2024
  • 1 reply
  • 73 views

I have done custom integration using docusign api with Salesforce, now client want that whenever the recipient opens the document sender should get to know also when it signs it, however using CC feature just let the sender know it got signed not Viewed, if i directly use docusign this sender gets a mail stating the recipient viewed, Any idea ?

 

1 reply

Hengfeng Ge
Hero
Hero
September 6, 2024

there are no email when the recipient is completed, only first time view and the envelope is completed.

https://admin.docusign.com/email-preferences

but the recipient signed/completed event is default enable for DocuSign Apps Launcher in Salesforce. Could you check whether the status is updated in salesforce. but there are no email. 

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