MyDocSafe + Salesforce
Update Salesforce contacts for new completed MyDocSafe esigns
When a document is complete with an esign in MyDocSafe, an existing contact in Salesforce will be updated.
When a document is complete with an esign in MyDocSafe, an existing contact in Salesforce will be updated.
- When this happens...Sign Completed
Triggers when a document sign is completed.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About MyDocSafe
MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
