Developers

This post provides a technical guide on building agentic agreement workflows by integrating Salesforce Agentforce with Docusign IAM.

To ground Agentforce with real agreement data, you sync Docusign Navigator records into structured Salesforce fields using Named Credentials, Apex callouts, and a headless Lightning Web Component (LWC). This post walks through each component, from the service class to the Prompt Template.

Learn to create a Docusign IAM Extension App using Azure. This guide covers setting up an Azure Source System, provisioning Cosmos DB and Azure Functions, configuring OAuth, and deploying function code.

Docusign Multi-Channel Delivery (MCD) lets you send agreement notifications through email, SMS, and WhatsApp in a single API request. By reaching recipients on both desktop and mobile, it reduces missed notifications and helps agreements move from Sent to Signed faster.

Connect Anthropic Claude to Docusign using the MCP Connector and access agreement intelligence through IAM (Intelligent Agreement Management). This guide covers setup paths, implementation considerations, and practical ways to build agentic workflows that act on real agreement data.

Learn how to use Docusign File Output Tabular Format to automatically export agreement data to cloud spreadsheets for easier compliance tracking and record-keeping.