Update Salesforce records when new declined documents trigger in SignRequest
Stay on top of your document management with this efficient workflow. When a new document gets declined in SignRequest, it will trigger a record update in Salesforce, ensuring your records are always accurate and up-to-date. Streamline your document tracking process and save time on manual data entry with this seamless automation.
Stay on top of your document management with this efficient workflow. When a new document gets declined in SignRequest, it will trigger a record update in Salesforce, ensuring your records are always accurate and up-to-date. Streamline your document tracking process and save time on manual data entry with this seamless automation.
- When this happens...New Document Declined
Triggers when a SignRequest is declined.
- 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
Team
Try ItTeam
Try ItTeam
TemplateRequired
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
New Contact
Triggers when a new Contact is created.
Try It
Team
Try ItTeam
File
File From URL
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
History ObjectRequired
Try It