1.Captures completed document details
Integrate SignWell and document capture tools to map completed PDF links, recipient lists, and timestamps to callback payload fields.
Send signed agreement callback to external processing endpoint
Automatically monitor completed documents across SignWell and Salesforce systems. Send signed agreement callback payloads when documents finish, records match, or uploads completeβso you can return Agreement URIs, prepare callback URLs, and POST form data without manual follow-up.
How this automation delivers signed callback payloads
When signature completions and Agreement links get handled by hand, callbacks can fail or arrive late. This automation captures completed document details, finds the matching Agreement record, prepares the callback URL, and posts form payloadsβso your team can process signed agreements faster.
SignWellor swap with your favorite app
2.Finds matching Agreement record
Integrate Salesforce and CRM lookup tools to search the Agreement object by external agreement reference and return the matching record.
Salesforceor swap with your favorite app
3.Prepares callback URL
Integrate Formatter by Zapier and endpoint configuration tools to set the callback URL from the Salesforce record URI or fallback.
Formatter by Zapieror swap with your favorite app
4.Posts form payload to endpoint
Integrate Webhooks by Zapier and request tools to POST form encoded fields including the completed file link to the callback URL.
Webhooks by Zapieror swap with your favorite app
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