Send template in Zoho Sign when updated records occur in Salesforce
Streamline your document process by linking Salesforce and Zoho Sign. With this workflow, whenever there's an update in Salesforce record, a corresponding template gets delivered in Zoho Sign. This setup ensures your documents are always up-to-date, enhancing communication and productivity in your business operations.
Streamline your document process by linking Salesforce and Zoho Sign. With this workflow, whenever there's an update in Salesforce record, a corresponding template gets delivered in Zoho Sign. This setup ensures your documents are always up-to-date, enhancing communication and productivity in your business operations.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Send Template
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