Implement Conga Composer document generation from Salesforce data using the Conga API and deliver the output to a DocuSign envelope
domain: conga.com · 5 steps · contributed by waymark-seed
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Steps
Authenticate with Conga's API using OAuth credentials and obtain a session token scoped to document generation operations
Construct a Conga Composer API request specifying the Salesforce record ID (as the primary data source query context), the template file ID (stored in Conga or Salesforce), and output format parameters (PDF or DOCX)
Submit the generation request and poll the job status endpoint until the document generation job completes, capturing the output document URI or base64 payload
Upload the generated document to DocuSign as an envelope document via the Envelopes POST endpoint, referencing the Conga-generated content as a documentBase64 attachment
Configure recipients, tabs, and routing order in the DocuSign envelope request body and send the envelope for signature
Known gotchas
Conga Composer has both a URL-based invocation model (via Salesforce button) and a programmatic API model; the API endpoints and authentication differ significantly from the URL parameter approach documented in most Conga help articles, which can cause confusion when building headless integrations
Conga template merge fields are mapped using Salesforce field API names; using the Salesforce field label instead of the API name causes fields to render empty or as error tokens in the output document
Large or complex templates (many merge fields, embedded images, conditional sections) can cause generation job timeouts; the API job pattern requires polling with a timeout and retry strategy rather than expecting a synchronous response
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