Docusign Workflow - trigger when document is signed?

[LNRobertson]

Setting up the Docusign envelope delivery was fairly simple in Workflows. However, I need some guidance on how to initiate another trigger in the same workflow (or a new one) for knowing when the document was signed. Is this possible? The client needs to receive a new Marketing Email with more information once we know we have the contact's signature secured in DocuSign.  I appreciate the help!

[LNRobertson]

Thank you! I didn't have this DocuSign option until I created a new workflow. I was trying to do it all in the same one. I was beginning to think I needed to upgrade to Operations Professional package just to have the Webhooks.  I am going to test it out now. I really appreciate your help. This community is great!

[EWood · Accepted solution]

Hi @LNRobertson!

It sounds like you're using the Docusign Integration. Let me know if not! When a Docusign document is signed the status changes to Completed. You should be able to use a contact-based workflow and then set the trigger to DocuSign: Contact timeline event template has envelope equal to Completed. I tested this out and it worked as expected after signing a test docusign template sent from a deal record. The contact associated to the deal will enter the workflow once signed.

The only thing to consider is if you plan on having documents that don't need to be signed sent through the integration. If you choose recipient receives a copy (ie - sending it without signature required) it would consider that document send completed as well. I'm not finding there is a distinct status of signed.

Hope that helps!