Send sign requests in Stiply with newly-updated fields on Salesforce records
At some point in your sales process, there's a phase where your potential partner needs to sign a document. This Zapier integration offers a streamlined solution. It automatically sends a sign request in Stiply based on each newly-updated field on a Salesforce record. Wave goodbye to manual sign requests and simplify your workflow!
At some point in your sales process, there's a phase where your potential partner needs to sign a document. This Zapier integration offers a streamlined solution. It automatically sends a sign request in Stiply based on each newly-updated field on a Salesforce record. Wave goodbye to manual sign requests and simplify your workflow!
- 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!Send Sign Request
Sends a sign request in Stiply
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