About This Recipe
This recipe sends all the documents attached to a Salesforce opportunity to DocuSign when the opportunity is moved to the Closed Won status in Salesforce.
To use the recipe, you must install the recipe and configure the connections and other resources within it. When an opportunity record closes with the status Closed Won in Salesforce, the integration flow of the recipe is triggered. It receives the opportunity ID from Salesforce and checks if the opportunity record contains any document attachments. If there are attachments, the integration flow retrieves those documents and sends them to DocuSign. In DocuSign, these documents are available within a new draft envelope.
Note:
- The recipe sends a document from Salesforce to DocuSign only when the opportunity record containing the document is moved to the Closed Won status in Salesforce.
- The recipe sends only valid PDF documents from Salesforce to DocuSign.