Using Salesforce/ docusign app launcher v 6.12
Is it possible to receive a chatter notification when a doc is signed?
Using Salesforce/ docusign app launcher v 6.12
Is it possible to receive a chatter notification when a doc is signed?
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:
If you need step-by-step guidance on setting this up, let me know!
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!
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.
Hello
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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