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Customize your Docusign secondary and Force.com integration with the following triggers and actions.

Triggers

When this happens…

Docusign secondary
  • New document event
    New document event in Docusign secondary
  • Any other trigger you can think up

Force.com
  • Object created
    Object created in Force.com
  • Daily object review
    Daily Object review in Force.com
  • Object created/updated
    Object created/updated in Force.com
  • Any other trigger you can think up

Actions

Do this…

Docusign secondary
  • Custom action
    Custom action in Docusign secondary (Custom)
  • Create/send document
    Create/send document for signing in Docusign secondary
  • Download document
    Download document from Docusign secondary
  • List documents in envelope
    List documents in Docusign secondary
  • Send document using a template
    Send document using a template in Docusign secondary
  • Any other action you can think up

Force.com
  • Custom action
    Custom action in Force.com (Custom)
  • Create object
    Create object in Force.com
  • Get related objects
    Get related object list in Force.com
  • Search objects
    Search for objects in Force.com
  • Update object
    Update object in Force.com
  • Any other action you can think up

Let us tailor your Docusign secondary and Force.com integrations

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