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DocuSign + Salesforce Integrations

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Connect DocuSign to Salesforce
Example workflows
Inspirational workflows
Triggers and actions
DocuSign + your other apps
Salesforce + your other apps
Related blog posts
FAQ

DocuSign + Salesforce integrations

Use Relay.app's DocuSign integrations to trigger actions across your apps

Preview of Use any of these DocuSign actions in your Relay.app workflows.

Preview of Add any DocuSign action to your workflow.

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's DocuSign integrations to trigger actions across your apps

Use any of these DocuSign actions in your Relay.app workflows.

Add any DocuSign action to your workflow.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Overview

Connect DocuSign to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between DocuSign, Salesforce, and many other popular SaaS applications.

Check below for example workflows using DocuSign and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example DocuSign + Salesforce workflows

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Automatically create record in Salesforce for each envelope added in DocuSign

Try it

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Send envelope from template automatically in DocuSign for each opportunity stage reached in Salesforce

Try it

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Export envelope as PDF automatically in DocuSign for each opportunity stage changed in Salesforce

Try it

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Automatically wait until envelope signed (completed) in DocuSign for each record added in Salesforce

Try it

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Update record automatically in Salesforce for each envelope added in DocuSign

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Automatic Resume Parsing

DocuSign Triggers

Envelope

edit

Envelope changed

target

Envelope first meets conditions

add

New envelope added

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

DocuSign Actions

Envelope

drafts

Draft envelope from template

drafts

Draft envelope using documents

download

Export envelope as PDF

outgoing_mail

Send envelope from template

outgoing_mail

Send envelope using documents

schedule

Wait until envelope signed (completed)

Template

Find template(s)

Create your own DocuSign + Salesforce integration

Select a trigger in DocuSign

Select an action in Salesforce

Create your workflow

Or automate Salesforce + DocuSign

Select a trigger in Salesforce

Select an action in DocuSign

Create your workflow

Connect DocuSign to your other apps

Or connect Salesforce to your other apps

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

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Apr 17, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect DocuSign to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in DocuSign or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize DocuSign and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting DocuSign to Salesforce?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate DocuSign and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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