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Chatter Notifications

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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?

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JohnSantosAnswer

Guru

@SteveSFG

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!

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

JohnSantos

Answer

Guru

@SteveSFG

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!

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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

S

SteveSFG

Author

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! 😀

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JohnSantos

Guru

@SteveSFG

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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Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

M

marco.tanglao

Docusign Employee

Hello @SteveSFG

I hope you are doing well. I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Marco| Docusign Community Moderator

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