Foxit esign + Salesforce Integrations
How to connect Foxit esign + Salesforce
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Popular Foxit esign + Salesforce workflows
Create Foxit esign template folders for new Salesforce records
Create Foxit esign template folders for new Salesforce recordsPremiumCreate Salesforce records for newly-signed Foxit eSign documents
Create Salesforce records for newly-signed Foxit eSign documentsPremium
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Document CancelledTriggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.Trigger- Document DeletedTriggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.Trigger
- Document ExecutedTriggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.Trigger
- Document SentTriggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.Trigger
- Document SignedTriggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.Trigger
- Document ViewedTriggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.Trigger
- Create Folder From TemplateCreate a Folder from Template.Action
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Foxit esign + Salesforce Integrations Work
- Step 1: Authenticate Foxit esign and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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