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Nitro + Salesforce

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.

  1. When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
  2. automatically do this!
    NitroNitro
    Request Signature Using a Template

    Sends a Signature Request using an existing Nitro Sign Template.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Nitro

Nitro makes document productivity easy, powerful, affordable, and available to all. This integration makes it even better enabling you to extend the power and features from Nitro to other services.

Related categories

  • Documents
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About Salesforce

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