Can Docusign and Salesforce talk in both directions?

Yes. Build one flow that starts in Docusign and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect Docusign to Salesforce

Move data between Docusign and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Docusign Explore Salesforce

Docusign triggers: 11
Docusign actions: 8
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with Docusign and Salesforce

A few flows teams run between Docusign and Salesforce. Use one as a starting point, or build your own from scratch.

Signing Request Created in Docusign creates Add Contact to Campaign in Salesforce
Triggers when a new signing request (envelope) is created in DocuSign — whether sent immediately or saved as a draft.
New Case Attachment in Salesforce creates Search Signing Requests in Docusign
Fires when a new Attachment or File is added to any Case record.
Signing Request Created in Docusign creates Add File to Record in Salesforce
Triggers when a new signing request (envelope) is created in DocuSign — whether sent immediately or saved as a draft.
New Case Attachment in Salesforce creates Get Signing Request Details in Docusign
Fires when a new Attachment or File is added to any Case record.
Signing Request Created in Docusign creates Add Lead to Campaign in Salesforce
Triggers when a new signing request (envelope) is created in DocuSign — whether sent immediately or saved as a draft.
New Case Attachment in Salesforce creates Download Document from Signing Request in Docusign
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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