Can anyone tell me how to update the opportunity stage field and quotes status field after the document is signed by DocuSign? I have a custom button "Send with DocuSign" on the quote page, after hitting that button quote document is generated and then the above-mentioned fields should get updated.
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4 Kommentare
Oh okay, then can't you trigger the flow from this "Send with DocuSign" button somehow? Is there a possibility to maybe update a checkbox type field on quote or opportunity object through that button & trigger flow based on that checkbox field?
