Salesforce + Signaturit
Cancel Signaturit signature requests when Salesforce records are updated
Keep your signature requests up-to-date by automatically canceling them when changes occur in Salesforce records. With this workflow, when a specified field is updated in Salesforce, the corresponding signature request in Signaturit will be canceled. Save time and maintain accuracy by eliminating the need to manually track and cancel signature requests based on Salesforce updates.
Keep your signature requests up-to-date by automatically canceling them when changes occur in Salesforce records. With this workflow, when a specified field is updated in Salesforce, the corresponding signature request in Signaturit will be canceled. Save time and maintain accuracy by eliminating the need to manually track and cancel signature requests based on Salesforce updates.
- 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!Cancel a Signature Request
Cancels a signature request.
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