DottedSign + Salesforce

Update Salesforce records for new DottedSign requests

With this integration, your existing Salesforce record will be automatically updated when you've got a new DottedSign document to sign.

With this integration, your existing Salesforce record will be automatically updated when you've got a new DottedSign document to sign.

  1. When this happens...
    DottedSignDottedSign
    Task My Turn

    Triggers when it is my turn to sign a task.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Record

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

    ActionWrite
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Supported triggers and actions

    • Template NameRequired

    • File NameRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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dottedsign logo

About DottedSign

DottedSign is an E-Signature service that enables you to sign documents, assign signing tasks to multiple signers, and track signing status directly on your smartphone, tablet, and web browser.

Related categories

  • Signatures
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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