Salesforce logoDocuSign logo

Salesforce + DocuSign Integrations

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

Example Salesforce + DocuSign integrations

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

Create your own Salesforce + DocuSign integration

Connect Salesforce to DocuSign

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

Ready to start connecting Salesforce and DocuSign?

Sign up now and get started with your first workflow today

Connect Salesforce and DocuSign to 100+ apps