topic Re: Facing issue while integrating salesforce and docusign in Workato Pros Discussion Board

Facing issue while integrating salesforce and docusign

soniya — Mon, 10 Apr 2023 06:49:26 GMT

Hi everyone, I'm trying to integrate salesforce and docusign, where the recipe triggers when there is a new quote pdf in salesforce. And in action, i want to send that quote pdf to docusign. Whenever i'm trying to send, i have to map data pill for file url in the docusign . I tried mapping different url's but i'm getting error. Is there a way to solve this issue?

Re: Facing issue while integrating salesforce and docusign

meghan-legaspi — Mon, 10 Apr 2023 13:50:00 GMT

Hi @soniya,

Check out this recipe, Generate and Send Docusign Doc to Applicant, in our community library: https://app.workato.com/recipes/669170-3-generate-and-send-docusign-doc-to-applicant?community=us

Let me know if this helps!

Meghan

Re: Facing issue while integrating salesforce and docusign

soniya — Wed, 12 Apr 2023 06:23:22 GMT

Thanks for the help. But i'm facing issue to map file url data pill. Please find my recipe url: https://app.workato.com/recipes/12501267?st=c9cf4774760b26f50904bb19724d04e058c3d43208da58d0e40213b8642d7474. I have issue in 3rd action.

Re: Facing issue while integrating salesforce and docusign

levajar — Wed, 12 Apr 2023 12:58:58 GMT

Is there an error tracing that you can share ? for understanding about the problem.

Re: Facing issue while integrating salesforce and docusign

soniya — Thu, 13 Apr 2023 05:38:01 GMT

I tried mapping different url's which are of wrong format, so i got error. My concern is that, what data pill i have to map to the file url field so that i can send document.

Re: Facing issue while integrating salesforce and docusign

amarnath-munkur — Thu, 13 Apr 2023 06:27:49 GMT

Hi @soniya ,

You would need the complete URL of the file that can be accessed by Docusign. It has to be available publicly. Then it works. Sample screenshot below.

However, if you do not have the public URL, you can use Send Document using the template option where you could send the FIle URL or File contents of the Quote PDF directly downloaded from Salesforce. If Send document action does not work for you. You could explore other Docusign APIs - https://developers.docusign.com/docs/esign-rest-api/reference/ and use custom action to send the document.

Re: Facing issue while integrating salesforce and docusign

levajar — Fri, 14 Apr 2023 02:21:08 GMT

I couldn't try as i don't have salesforce. Did you try live support ? to see if folks who support can help you with it.

I would try and see the output from 2nd step >> Input/Output values & then map accordingly based on output from 2nd step into 3rd step