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hi all,
Anyone on this community attempted to use Salesforce flow and flows ability now to make http callouts and use this to make call to DocuSign?
Cheers
Brett
- 1 reply
I have a working proof-of-concept that is executing a custom Apex class that makes the HttpCallout to DocuSign CLM API (using an External/Named Credential in Salesforce) but that’s it so far.
I can trigger a Flow which uses an Apex action to make a POST:https://apiuatna11.springcm.com/v2/[myAccountId]/folders/path?path=Other%20Sources\Salesforce\[myFolderName]&expand=Path,ParentFolder call and get a response then writes a log entry out to a custom logging object (I had to create the record within the Apex class itself to get around the “uncommited transaction” errors in the flow)
What I’d ultimately like to do is to write some automation to send/upload attachments (ContentDocuments) into CLM folders with a Salesforce Flow. Any suggestions on making that next step? I’m not a developer; more like a solutions designer trying to get a POC demo to work at this point.
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