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Foxit eSign + Salesforce

Create Foxit esign template folders for new Salesforce records

Level up your efficiency and outreach! Seamlessly send documents to new records in Salesforce. When a new record is created in Salesforce, a Foxit eSign document will automatically be created. Spend more time cultivating your contacts and less creating documents for them. Available for all eSign paid plans or Trials for eSign Pro and higher accounts.

Level up your efficiency and outreach! Seamlessly send documents to new records in Salesforce. When a new record is created in Salesforce, a Foxit eSign document will automatically be created. Spend more time cultivating your contacts and less creating documents for them. Available for all eSign paid plans or Trials for eSign Pro and higher accounts.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Foxit eSignFoxit eSign
    Create Folder From Template

    Create a Folder from Template.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • 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
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Foxit eSign

Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and legally binding with Templates, Bulk Signing, Online Forms, APIs. Foxit eSign also offers convenience of signing from within Foxit Desktop and Cloud PDF.

Related categories

  • Signatures
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About Salesforce

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