Pre-requisites  

• For a complete guide to integrating Sign Made Easy with Docs Made Easy, Click here. 

Step 1:- Open the created solution and copy the Solution ID.

Step 2: Go to Home, search for Flows in the Quick Find box, and click on Flows under Process Automation.

Step 3:-: Click on New Flow to create a new automation.

Step 4: Choose the category Triggered Automations.

Step 5: Select Record-Triggered Flow as the flow type.

Step 6: Select the Salesforce object (Opportunity) and configure a trigger to trigger the flow when a specific event occurs (like A record is updated).

Step 7: Under Condition Requirements, select All Conditions Are Met (AND).

Add the first condition:

• Field: Stage
• Operator: Equals
• Value: Closed Won

Add the second condition:

• Field: Stage
• Operator: Is Changed
• Value: True

Step 8: Now, Optimize the Flow by selecting Actions and Related Records, then click on Done. 

Step 9: Next, drag and drop the Action element from the Toolbox.

Step 10: Here, choose the required action and click on Done.

Step 11: After that, enable these options.

Step 12: Enter the Document Solution ID and the Record ID so the system knows which record to generate the document for.

Step 13: Click on Done to save the action configuration.

Step 14: Connect the flow and Apex Action properly, and then click on Save.

Step 15: Enter the Flow Label name and click on Save again.

Step 16: Click on Activate to make the flow live.

Step 17: Now, go to the Opportunity record, update the Stage to Closed Won, and click on Save.

Step 18: Once the record is saved, the generated document will automatically appear in the Related (Notes & Attachments) section.