Salesforce + Zoho Sign
Get document form data in Zoho Sign from updated records in Salesforce
Stay updated with your Salesforce records using this workflow. As soon as there is a record update in Salesforce, this workflow springs to retrieve the latest document data from Zoho Sign right away. It not only eases your work but also gives immediate access to the freshest data, eliminating the need for manual checks. This efficient and streamlined process ensures that changes in Salesforce are reflected promptly in your Zoho Sign document data.
Stay updated with your Salesforce records using this workflow. As soon as there is a record update in Salesforce, this workflow springs to retrieve the latest document data from Zoho Sign right away. It not only eases your work but also gives immediate access to the freshest data, eliminating the need for manual checks. This efficient and streamlined process ensures that changes in Salesforce are reflected promptly in your Zoho Sign document data.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Get Document Form Data
Retrieves the filled field data for a particular document.
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