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Using Salesforce/ docusign app launcher v 6.12
Is it possible to receive a chatter notification when a doc is signed?
Solved
Chatter Notifications
+1- New Voice
Best answer by JohnSantos
Yes, in DocuSign for Salesforce (App Launcher v6.12), you can enable Chatter notifications for signed documents by using DocuSign Connect and a Process Builder or Flow in Salesforce.
Here’s how:
- Enable Chatter Notifications in Salesforce – Ensure Chatter is enabled for your org and users.
- Set Up a DocuSign Connect Configuration – In DocuSign Admin, create a Connect webhook to send status updates to Salesforce when an envelope is signed.
- Use Process Builder or Flow – Create a Process Builder flow that triggers a Chatter post when the Envelope Status updates to "Completed" in the DocuSign Status object.
If you need step-by-step guidance on setting this up, let me know!
+19- Guru
- Answer
Yes, in DocuSign for Salesforce (App Launcher v6.12), you can enable Chatter notifications for signed documents by using DocuSign Connect and a Process Builder or Flow in Salesforce.
Here’s how:
- Enable Chatter Notifications in Salesforce – Ensure Chatter is enabled for your org and users.
- Set Up a DocuSign Connect Configuration – In DocuSign Admin, create a Connect webhook to send status updates to Salesforce when an envelope is signed.
- Use Process Builder or Flow – Create a Process Builder flow that triggers a Chatter post when the Envelope Status updates to "Completed" in the DocuSign Status object.
If you need step-by-step guidance on setting this up, let me know!
+1- New Voice
Thank you for the reply!
I know my way around Salesforce, but I’m new to DocuSign. I’d love to see step-by-step guidance if you have it.
This is exactly what I was looking for! 😀
+19- Guru
You're very welcome! 😊 While I don’t have step-by-step guidance, my experience is in integrating applications like Coupa, Workday, and Salesforce with DocuSign. If you have specific questions about the integration process or need help troubleshooting, I’d be happy to assist! Let me know what you're working on, and I’ll do my best to guide you.
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Hello
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