Connect Docusign and Salesforce
Integrate Docusign with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when New Envelope Completed in DocuSign
Update Contact in Salesforce when New Envelope Completed in DocuSign
Create Lead in Salesforce when New Envelope Completed in DocuSign
Update Lead in Salesforce when New Envelope Completed in DocuSign
Create Event in Salesforce when New Envelope Completed in DocuSign
Popular Docusign + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Docusign
When this happens...
New Envelope Completed
New Envelope Sent
New Envelope Created
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Add Contact to Campaign in Salesforce when New Envelope Completed in DocuSign
Use this flowUpdate Contact in Salesforce when New Envelope Completed in DocuSign
Use this flowCreate Lead in Salesforce when New Envelope Completed in DocuSign
Use this flowUpdate Lead in Salesforce when New Envelope Completed in DocuSign
Use this flowCreate Event in Salesforce when New Envelope Completed in DocuSign
Use this flowAdd Contact to Campaign dev in Salesforce when New Envelope Completed in DocuSign
Use this flowCreate Contact in Salesforce when New Envelope Sent in DocuSign
Use this flowUpdate Contact in Salesforce when New Envelope Sent in DocuSign
Use this flowCreate Lead in Salesforce when New Envelope Sent in DocuSign
Use this flowSearch Record by Query in Salesforce when New Envelope Sent in DocuSign
Use this flowSupported Triggers & Actions
Everything you can automate between Docusign and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Envelope Completed
Runs when an envelope is completed after all recipients have signed.
New Envelope Sent
Runs when an envelope is sent to recipients for signature.
New Envelope Created
Runs when a new envelope is created as a draft and not yet sent.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Do thisActions
Action is the task that follows automatically within your Docusign integrations.
Create Workspace
Create a new workspace.
Update Workspace
Updates a Workspace name or desctcription.
Delete Workspace
Deletes a Workspace.
List/Search Workspace
List all Workspace or search by name.
Create a Bulk Send List
Creates a new bulk send list.
Create Template
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Docusign
DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Docusign and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Docusign and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Docusign triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Docusign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Docusign and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docusign and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
