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Hi Everyone,
I have created a envelope template in Docusign Setup on salesforce level and that template button added on the page layout level to send for signature. At the moment, when salesforce record comes to "Approved" stage then user clicks on "Send for signature" button to send the user for signature.
I'm trying to automate this on salesforce when the record becomes Approved, then after 1 hour document should be sent for signature automatically with out manual click. Can you please suggest.
Thank you!
Question
Automation eSignature template on salesforce level
+2- Newcomer
- 2 replies
+15- Community Moderator
- 2554 replies
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I understand you are looking for a way to send an envelope automatically after certain conditions are met.
Our Send with Docusign Action to a Salesforce Flow may work for what you are looking to do, for more information, please view the following article: Add a Send With Docusign Action to a Salesforce Flow
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
+15- Community Moderator
- 2554 replies
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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