Workflow from deal stage change- Docusign

Highlighted
New Contributor

Hi All, 

 

We have a deal stage where we would like to automatically send out an NDA, using Docusign, to contacts of that company. 

 

Is this possible using workflows, as I can't work it out at the moment. If its possible, please could someone give me some pointers? 

 

Ideally the workflow would like this:

 

Deal stage changes

to 

User asked which contacts need an NDA

to 

User asked which docusign template to us

to 

Template emailed. 

 

Then if you get a positive signed envelope back, it moves again to another stage (and triggers another workflow.....) 

Reply
0 Upvotes
1 Reply 1
Highlighted
Community Manager

Hi @pugwash 

 

Thank you for reaching out. 

 

According to what I see from our documentation here and here, this is not possible at this stage to do what you want. You can at the moment send templates from the records. You can however use DocuSign event as a trigger for your workflows. 

 

Thank you
Have a lovely day,
Tiphaine.


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!