Send BoldSign signature requests to new Salesforce contacts
With this integration, you can automate the process of getting contracts signed using BoldSign when new contacts are created in Salesforce. This is useful for scenarios that require new contacts to sign contracts as part of the onboarding process.
With this integration, you can automate the process of getting contracts signed using BoldSign when new contacts are created in Salesforce. This is useful for scenarios that require new contacts to sign contracts as part of the onboarding process.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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