Back to Docusign.com
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- Newcomer
- 1 reply
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!
+18- Valued Contributor
- 967 replies
- 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- Newcomer
- 1 reply
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! 😀
1 person likes this
+18- Valued Contributor
- 967 replies
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.
+8- Community Moderator
- 391 replies
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
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.