I have done an integration with DocuSign where DocuSign templates can be sent out of CRM, which I am sending via code, not DocuSign UI, and on sending I cretate a library record and pull the document into CRM. On the system I did this on, the CRM was not available externally so I couldn't make any call backs from DocuSign directly. I created an executable that runs every 15 minutes(DocuSign api guidelines) which looks at library records that were created in CRM that are a certain status and calls DocuSign to get the status of the Envelope ID and if complete I pull the completed document in and update library information.

I also have integrated CRM with PowerForms, in the same retrieval executable I check for completed PowerForms and pull those documents into a specific company for PowerForm handling into CRM, with options to create a company from the document which then pulls in the field data from the PowerForm.

Since I have not used the webhooks, I can only recommend creating an executable that runs every 15 minutes to retrieve completed information. If you are sending the documents directly from DocuSign UI, then on the retrieval you could get the email it was sent to and match to an email in CRM to determine person/company, etc. With webhooks I believe on envelope status change you can have it call a listener file on the server via https, and have that file execute the retrieval.

I have done an integration with DocuSign where DocuSign templates can be sent out of CRM, which I am sending via code, not DocuSign UI, and on sending I cretate a library record and pull the document into CRM. On the system I did this on, the CRM was not available externally so I couldn't make any call backs from DocuSign directly. I created an executable that runs every 15 minutes(DocuSign api guidelines) which looks at library records that were created in CRM that are a certain status and calls DocuSign to get the status of the Envelope ID and if complete I pull the completed document in and update library information.

I also have integrated CRM with PowerForms, in the same retrieval executable I check for completed PowerForms and pull those documents into a specific company for PowerForm handling into CRM, with options to create a company from the document which then pulls in the field data from the PowerForm.

Since I have not used the webhooks, I can only recommend creating an executable that runs every 15 minutes to retrieve completed information. If you are sending the documents directly from DocuSign UI, then on the retrieval you could get the email it was sent to and match to an email in CRM to determine person/company, etc. With webhooks I believe on envelope status change you can have it call a listener file on the server via https, and have that file execute the retrieval.