eSignatures + Salesforce

eSignatures + Salesforce integrations

Create contracts in eSignatures.io for new outbound messages in Salesforce

Expedite your contract creation process with this enhanced workflow. When you send a message from Salesforce, it prompts the creation of a new contract in eSignatures.io. This process not only saves time but also brings consistency in your contract management – affording you more convenience and leaving less room for human error. A seamless link between Salesforce and eSignatures.io can be made to streamline your contract creation.

When this happens...
New Outbound MessageTriggers when a new outbound message is received in Salesforce.
TriggerInstant
automatically do this!
Create ContractCreates a new contract.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Salesforce and eSignatures

Discover other triggers and actions you can use with Salesforce and eSignatures

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Trigger
Instant
Try It
Signature Received
Triggers when a contract is signed by a signer.
Trigger
Instant
Try It
- Test Only
- Template
  Required
- Signer Name
  Required
- Signer Email
- Signer Mobile
- Signer Company Name
- Signer Redirect URL
- Signer Position
- Auto Sign
- Signer Name [2]
- Signer Email [2]
- Signer Mobile [2]
- Signer Company Name [2]
- Signer Redirect URL [2]
- Signer Position [2]
- Auto Sign [2]
- Signer Name [3]
- Signer Email [3]
- Signer Mobile [3]
- Signer Company Name [3]
- Signer Redirect URL [3]
- Signer Position [3]
- Auto Sign [3]
- Signer Name [4]
- Signer Email [4]
- Signer Mobile [4]
- Signer Company Name [4]
- Signer Redirect URL [4]
- Signer Position [4]
- Auto Sign [4]
- Signer Name [5]
- Signer Email [5]
- Signer Mobile [5]
- Signer Company Name [5]
- Signer Redirect URL [5]
- Signer Position [5]
- Auto Sign [5]
- Placeholder Fields
- Assigned User
- Contract Title
- Save as draft
- Language
- Metadata
- Sender Company Name
- Signer Field Default Values
- [DEPRECATED] Custom Fields
- [DEPRECATED] Email Subject - Signature request
- [DEPRECATED] Email Body - Signature request
- [DEPRECATED] Email Subject - Final signed document
- [DEPRECATED] Email Body - Final signed document
- [DEPRECATED] API Fields
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Instant
Try It
Delivery Failed
Triggers when a new error is thrown, e.g. when an email can't be delivered.
Trigger
Instant
Try It

About eSignatures

ESignatures.io is a tool used for signing mobile friendly contracts over the web.

Learn moreLearn moreHelpHelp

Related categories

Signatures

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier