The Salesforce org I’m working in currently has DocuSign implemented via a URL Button that initiates DocuSign from the Quick Actions menu. I’m working to update the DocuSign functionality to occur in a Salesforce Flow instead. I’d like the same functionality that the URL Button offers, but have it fire automatically when the flow completes and populate the DocuSign envelope with variables from the flow.
My thought is this would need to be done in Lightning or Apex and called in the flow. I initially tried automatically firing the button on init, but Lightning doesn’t support URL buttons so it won’t fire as expected. Has anyone initialized DocuSign from a Flow before?
#Docusign
@Ajaypreet Singh Saini - that may explain why it's not working as expected. We only have one DocuSign action available in the flow. I'll see if an update to the managed package will fix the visibility of the action you mentioned. Thank you for your insight! Will plan to keep you posted on the outcome.
