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DottedSign + Salesforce

Update Salesforce records for new DottedSign requests

With this integration, your existing Salesforce record will be automatically updated when you've got a new DottedSign document to sign.

With this integration, your existing Salesforce record will be automatically updated when you've got a new DottedSign document to sign.

  1. When this happens...
    DottedSignDottedSign
    Task My Turn

    Triggers when it is my turn to sign a task.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • DottedSign triggers, actions, and search

    Task Completed

    Triggers when a task is completed.

    Trigger
    Scheduled
    Try It
    • Template NameRequired

    • File NameRequired

    Action
    Write
    • Template NameRequired

    • File NameRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About DottedSign

DottedSign is an E-Signature service that enables you to sign documents, assign signing tasks to multiple signers, and track signing status directly on your smartphone, tablet, and web browser.
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Related categories

  • Signatures
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