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Legislate + Salesforce

Update Salesforce records for new Legislate contracts

This integration will add Legislate contract data to Salesforce records automatically in order to avoid data duplication.

This integration will add Legislate contract data to Salesforce records automatically in order to avoid data duplication.

  1. When this happens...
    LegislateLegislate
    Create Contract

    Triggers when there's a new contact.

    TriggerScheduled
  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

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

    About to Expire Contracts

    Triggers when a contract is about to expire.

    Trigger
    Scheduled
    Try It
  • Legislate triggers, actions, and search

    Completed Contract

    Triggers when a contract is signed by all parties.

    Trigger
    Scheduled
    Try It
  • Legislate triggers, actions, and search

    Signed Contracts

    Triggers when a new signature is made in a contract.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Legislate triggers, actions, and search

    About to Start Contracts

    Triggers when a contract is about to start.

    Trigger
    Scheduled
    Try It
  • Legislate triggers, actions, and search

    Create Contract

    Triggers when there's a new contact.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
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About Legislate

Legislate is a contract management platform built for non-lawyers. Create and electronically sign all your agreements from one place.

Related categories

  • Documents
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About Salesforce

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

Related categories

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