Hi all,
I've got a requirement for DocuSign+Salesforce. It goes something like this:
Given a DocuSign agreement has a Signature Sequence 1, 2 and 3
When signers 1 and 2 have signed
Then a field in Salesforce should update automatically (i.e. awaiting 3rd Signature)
I can't find anything that allows DocuSign to update Salesforce in between signatories. Only after all have signed, it allows you to configure a writeback field in Salesforce.
Any suggestions on how this could be achieved?
Could I leverage some record creation or platform event that happens in between the signatury sequence? I can see that SF is updating as the Signature sequence progresses, but I'm not sure what objects/records I can leverage here.
Many thanks!
🔥 🤘@Lauren Bolopue @Greg Hardigan 🤘🔥
Hello, wanted to know if you ended up finding a solution for this?