Blueink + Salesforce
Create Blueink signature requests for newly updated Salesforce records
Save time and stay organized by automating an essential part of your sales process with this Salesforce and Blueink workflow. By updating a record field in Salesforce, a signature request is automatically generated in Blueink, ensuring your documents are always current and receive timely approvals. Simplify your document management process with ease using this efficient workflow.
Save time and stay organized by automating an essential part of your sales process with this Salesforce and Blueink workflow. By updating a record field in Salesforce, a signature request is automatically generated in Blueink, ensuring your documents are always current and receive timely approvals. Simplify your document management process with ease using this efficient workflow.
- 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!Create Bundle From Template
Creates a new Bundle using Template.
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