Field notes on workflow automation.
Tutorials, ops guides, and playbooks for connecting CRMs and agreement workflows to Docusign. Written by the Baton team.
Automating Docusign workflows with Coupa using webhooks
Trigger Docusign Workflow Builder runs from Coupa supplier, contract, and PO events using webhook relays - automating supplier onboarding and agreements.
Automating Docusign workflows with Greenhouse using webhooks
How to send offer letters, NDAs, and IP assignments from a Greenhouse webhook using Baton and a Docusign Workflow Builder workflow.
Automating Docusign workflows with HubSpot using webhooks
A step-by-step guide to triggering Docusign Workflow Builder runs from HubSpot deal, contact, and company events - with the right data and no manual steps.
Automating Docusign workflows with Salesforce using webhooks
How to trigger Docusign Workflow Builder runs from Salesforce Outbound Messages and Platform Events, with Baton relaying the verified webhook to Docusign.
Why Docusign webhooks fail silently (and how to catch them)
Docusign Connect retries 45 times over 7 days then gives up. Here is exactly what happens, why nobody notices, and the three settings that fix it.
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