Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hello,

I’m trying to automate adding completed envelopes from Docusign as an attachment in Salesforce. I’m having trouble telling Zapier which account in Salesforce to attach it to. For example, we send out a contract to company ABC, they complete it by signing it (trigger), then we want to “add as attachment” to Company ABC in Salesforce. 

Does anyone have any recommendations on how to map this correctly?

 

Thanks,

Elizabeth

This should be possible with a Search – Find Record. I usually map Docusign envelopes to Opportunities, FWIW.

 

Envelope Completed → Find Record (email is probably your best bet) → Create Attachment.

Thanks so much Adam! That worked...

Terms & Conditions