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Are you a CLM customer looking to add even more capabilities to your workflow? Do you have existing CLM workflows with limitations that eSignature or Docusign IAM could help with? Learn how to enhance your CLM workflow with Workflow Builder (formerly Maestro).
With this Trainer Tip, you’ll learn how to invoke Workflow Builder (formerly Maestro) from a CLM workflow to obtain information from an external user, collect data from an ID, and then use that data in the CLM workflow. However, you can also use Workflow Builder (formerly Maestro) for many other possibilities, such as sending envelopes via WhatsApp or SMS, using Web Forms to collect information from external users, and sending envelopes using an eSignature template.
Key Take-aways:
• Incorporate eSignature and/or Docusign IAM features into your CLM workflow.
• Learn how to connect CLM and Workflow Builder (formerly Maestro) workflows.
• Take full advantage of the Docusign platform's capabilities!
Additional Resources:
• Define a Data Model to Send Workflow Builder (formerly Maestro) Data to CLM
• Create a Workflow Builder (formerly Maestro) Workflow for Invoking eSignature Functionality from a CLM Workflow
• Define a CLM Payload to Invoke eSignature APIs in Workflow Builder (formerly Maestro)
Continue the Conversation:
Were you already aware of the possibility of connecting different products through workflows? And what improvements would you implement in your CLM workflow? Tell us more about your current workflow and how this could help you!