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Send dropbox documents for signature in salesforce using docusign

New member | Level 2
New member | Level 2

Is there any way to pull a file from dropbox into salesforce and have it sent for signature with docusign?

I see 2 seperate integration btw salesforce and dropbox & salesforce and docusign but not sure if this particular case is doable.

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Re: Send dropbox documents for signature in salesforce using docusign

Dropboxer
Dropboxer

Hey @wjerods, thanks for reaching out to us about this - I'd be more than happy to help look into this with you.

Out of curiosity, have you tried following that order to send the content to Salesforce and then request it to be signed with DocuSign? If so, are you getting any errors? 

Keep me posted - thanks!


Lusil
Community Moderator @ Dropbox
https://dropbox.com/support


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