Send signature requests in Nitro when Salesforce records are updated
This integration lets you automatically send documents to customers for signature via Nitro, as soon as a specified field or record is updated in your Salesforce account. Keep your workflows humming without manual messaging tasks.
This integration lets you automatically send documents to customers for signature via Nitro, as soon as a specified field or record is updated in your Salesforce account. Keep your workflows humming without manual messaging tasks.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Request Signature Using a Template
Sends a Signature Request using an existing Nitro Sign Template.
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