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Legalesign + Salesforce

Create custom Salesforce objects from newly signed Legalesign documents

If your organisation uses Legalesign for customer, sales, or marketing efforts, you might be spending too much time copying over that info into your CRM. Stop wasting your time, and use this integration that creates custom Salesforce objects from signed Legalesign documents.

If your organisation uses Legalesign for customer, sales, or marketing efforts, you might be spending too much time copying over that info into your CRM. Stop wasting your time, and use this integration that creates custom Salesforce objects from signed Legalesign documents.

  1. When this happens...
    LegalesignLegalesign
    New Signature Request Signed

    Triggers when a new document has been Signed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Group

    Trigger
    Instant
    Try It
    • Group (For Testing Only)

    Trigger
    Instant
    Try It
    • Signed Document IDRequired

    Action
    Write
    • Template IDRequired

    Action
    Search
    • Group

    Trigger
    Instant
    Try It
    • Group NameRequired

    • Document NameRequired

    • Template IDRequired

    • Send an email

    • Has Sender fields

    • FirstnameRequired

    • LastnameRequired

    • EmailRequired

    Action
    Write
    • Signed Document ID

    • Signer ID

    Action
    Search
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legalesign logo

About Legalesign

Legalesign is electronic signature software where you can receive updates of contract signing events linked to your CRM database and upload or download signed documents between Legalesign and your favourite software.

Related categories

  • Signatures
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salesforce logo

About Salesforce

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