DocuSign logoSalesforce logo

DocuSign + Salesforce Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between DocuSign and Salesforce, enabling you to effortlessly connect the two apps.

Example DocuSign + Salesforce workflows

Salesforce iconarrow_forwardDocuSign icon

Automatically send envelope from template in DocuSign for each opportunity stage reached in Salesforce

Salesforce iconarrow_forwardDocuSign icon

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

Salesforce iconarrow_forwardDocuSign icon

Wait until envelope signed automatically in DocuSign for each record added in Salesforce

Salesforce iconarrow_forwardDocuSign icon

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

Salesforce iconarrow_forwardDocuSign icon

Wait until envelope signed automatically in DocuSign for each opportunity stage reached in Salesforce

Create your own DocuSign + Salesforce integration

Connect Salesforce to DocuSign

Select a trigger in Salesforce
Select an action in DocuSign
Create your workflow

Ready to start connecting DocuSign and Salesforce?

Sign up now and get started with your first workflow today

Connect DocuSign and Salesforce to 100+ apps