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The Salesforce org I’m working in currently has DocuSign implemented via a URL Button that initiates DocuSign from the Quick Actions menu. I’m working to update that functionality to occur in a Salesforce Flow instead. I’d like the same functionality to fire automatically when the flow completes and populate the DocuSign envelope with variables from the flow.

My thought is this would need to be done in Lightning or Apex and called in the flow. I initially tried automatically firing the button on init, but Lightning doesn’t support URL buttons so it won’t fire as expected. Has anyone initialized DocuSign from a Flow before?

Hi Essio, I have recently implemented DocuSign in a flow! If you have it populate an iFrame from a call that is triggered when you reach the specific step in your flow. This is populated from a call sent to the backend, which takes your users credentials and send back the list of templates to choose from. If that template is predetermined, you can send the information from your flow in the request body to populate the templates variables that have been set via tab names. You can refer to the DocuSign Documentation for aligning the tab names to get your users data to autofill.

https://developers.docusign.com/docs/esign-rest-api/reference/templates/templaterecipienttabs/

This is my experience from using the REST API as an ISV.

Happy Coding! 

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