Salesforce + Zoho Sign
Get document details in Zoho Sign for new outbound messages in Salesforce
Set up this automation to streamline your business processes. When an outbound message is generated in Salesforce, it concurrently retrieves document details from Zoho Sign. This eliminates the need for manual data transfer, resulting in more efficient work procedures. Applicable for businesses that frequently utilize both Salesforce and Zoho Sign, this workflow simplifies tasks and allows focus on more critical duties.
Set up this automation to streamline your business processes. When an outbound message is generated in Salesforce, it concurrently retrieves document details from Zoho Sign. This eliminates the need for manual data transfer, resulting in more efficient work procedures. Applicable for businesses that frequently utilize both Salesforce and Zoho Sign, this workflow simplifies tasks and allows focus on more critical duties.
- When this happens...New Outbound Message
Triggers when a new outbound message is received in Salesforce.
- automatically do this!Get Document Details
Get details of a particular document
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