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Viorel Pascu (Perfex Solutions) ๋‹˜์ด #Docusign์— ์งˆ๋ฌธํ–ˆ์Šต๋‹ˆ๋‹ค

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!

 

๐Ÿ”ฅ ๐Ÿค˜@Lauren Bolopue @Greg Hardigan ๐Ÿค˜๐Ÿ”ฅ

 

#Docusign

๋‹ต๋ณ€ 2๊ฐœ
  1. 2022๋…„ 4์›” 29์ผ ์˜คํ›„ 6:50

    Hello, wanted to know if you ended up finding a solution for this?

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