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Jotform + Salesforce

Update Salesforce records for newly signed Jotform documents

Collect legally binding signatures with Jotform and update your records on Salesforce automatically.

Collect legally binding signatures with Jotform and update your records on Salesforce automatically.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerPolling
  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

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • Apply standard error handling?Required

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Additional Request Headers

    • Body

    Action
    Write
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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

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About Salesforce

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