Salesforce + Zoho Sign
Send templates in Zoho Sign when fields on records are updated in Salesforce
Easily maintain streamlined business processes with this workflow. When a record field is updated in Salesforce, this automation will intuitively send a designated template from Zoho Sign. This not only enhances your workflow's productivity but also ensures important documents go out promptly following any major updates. Stay on top of changes and keep your team moving forward seamlessly.
Easily maintain streamlined business processes with this workflow. When a record field is updated in Salesforce, this automation will intuitively send a designated template from Zoho Sign. This not only enhances your workflow's productivity but also ensures important documents go out promptly following any major updates. Stay on top of changes and keep your team moving forward seamlessly.
- 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 Template
Send a template for signing
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