Salesforce users often look for ways to view the progress of their e-signature documents without leaving the platform. While there isn’t a prebuilt, out-of-the-box component for this, you can achieve the same visibility by combining:
- Documents for Salesforce (D4SF) for document generation and delivery
- Formstack Sign API (optional, for detailed lifecycle events)
- Salesforce Flow for sending, receiving, and updating status fields
The right approach depends on whether you need basic “sent/signed” tracking or full envelope lifecycle visibility, and whether you’re using D4SF to generate documents.
Disclaimer: This article is intended as a high-level guidance resource to outline possible approaches for tracking e-signature envelope status in Salesforce using Formstack products. It is not a step-by-step implementation guide. Any configuration, automation, or code changes in Salesforce should be designed, tested, and deployed in accordance with your organization’s development standards, governance processes, and change management policies. Always consult your Salesforce administrator or development team before making changes in a live environment.
Scenario Summaries
1. Basic Tracking (Sent & Signed) with D4SF Only
Use this when you only need to know when a document was sent for signature and when it’s returned:
- Generate your document in a Salesforce Flow using D4SF.
- Include a step in the Flow to update a status field when the send action is triggered.
- Configure your template to deliver the document first to Formstack Sign and then back to Salesforce after signing.
- The delivery back to Salesforce can update the record’s status and attach the signed file.
Effort level: Low. No API calls required.
2. Full Envelope Lifecycle with D4SF + Sign API
Use this when you need visibility into all envelope statuses (e.g., Sent, Viewed, Signed, Declined, etc.):
- Generate the document through D4SF, then send it for signing via the Sign API instead of the built-in delivery.
- Subscribe to relevant webhook events to receive updates as the envelope status changes.
- Use Salesforce Flows or Apex to process webhook callbacks and update the associated record.
Effort level: Medium. Requires API configuration and webhook handling.
3. Full Envelope Lifecycle Without D4SF
Use this when your document is not generated through D4SF:
- Send the document binary for signing using the Sign API.
- Subscribe to webhook events and handle them in Salesforce.
- Map incoming events to the appropriate Salesforce records.
Effort level: Medium–High. Requires file upload handling plus API/webhook setup.
Additional Related Resources
Automatically Generate Documents with Flow: /hc/articles/44593224191507
Salesforce Delivery Back to Records: /hc/articles/44591987606291
Formstack Sign API Documentation: https://docs-api-v2.insuresign.io/docs/getting-started
Salesforce: Invoking Web Services from Flow: https://help.salesforce.com/ (search “Flow HTTP Callouts”)
Salesforce: Creating Apex REST Endpoints: https://developer.salesforce.com/