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SigningHub + Salesforce Integrations

How to connect SigningHub + Salesforce

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Supported triggers and actions

What does this mean?
  • SigningHub triggers, actions, and search
    Add Digital Signature
    Add a Digital Signature field to a document
    Action
    Write
  • SigningHub triggers, actions, and search
    Add Electronic Signature
    Add Electronic Signature field to a Document
    Action
    Write
  • SigningHub triggers, actions, and search
    Add User
    Add recipient to a workflow
    Action
    Write
  • SigningHub triggers, actions, and search
    Apply a Template
    Apply a template on a document
    Action
    Write
  • SigningHub triggers, actions, and search
    Create Package
    This is used to create a package to hold one or more documents
    Action
    Write
  • SigningHub triggers, actions, and search
    Create Integration URL
    Generate a URL that can be used as a link for a user to sign the document
    Action
    Write
  • SigningHub triggers, actions, and search
    Download Package
    Download a signed package in binary format
    Action
    Write
  • SigningHub triggers, actions, and search
    Share Document for Signing
    Share a Document for signing with recipients
    Action
    Write
  • SigningHub

    Add a document to a document package

    Scheduled

    Action

  • SigningHub

    Add a document that is in base64 format to a document package

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    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.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing file to an existing Record.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new File (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How SigningHub + Salesforce Integrations Work

  1. Step 1: Authenticate SigningHub and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
signinghub logo
signinghub logo

About SigningHub

SigningHub is an e-signature service with a powerful workflow engine that boosts team productivity by automating repetitive document and sign-off processes.

Related categories

  • Signatures
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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