Salesforce + SignHero

Create Salesforce attachments from new signing status updates in SignHero

When a new signing process status registers in SignHero, this integration automatically uploads the signed document as an attachment in Salesforce. Skip the hassle of managing your files by hand!

When a new signing process status registers in SignHero, this integration automatically uploads the signed document as an attachment in Salesforce. Skip the hassle of managing your files by hand!

  1. When this happens...
    SignHeroSignHero
    New Signing Process

    Triggers when a new signing process with specified status appears.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

    • Signing process title

    • Who will sign?Required

    • What signature type?

    • DocumentRequired

    • Document NameRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

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

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About SignHero

SignHero is fast and free eSigning for the lazy. Send & sign PDFs, track processes, remind signers, access audit trail, work in teams, and archive signed documents.

Related categories

  • Documents