Salesforce + Signedly
Create custom Salesforce objects from newly-completed Signedly documents
If your organization is utilizing Signedly for customer, sales, or marketing related tasks, you may find yourself spending a significant amount of time transferring the information into your CRM. However, with this integration in place, you will automatically create custom Salesforce objects from your newly-completed Signedly documents, saving you time and allowing you to focus on other important tasks.
If your organization is utilizing Signedly for customer, sales, or marketing related tasks, you may find yourself spending a significant amount of time transferring the information into your CRM. However, with this integration in place, you will automatically create custom Salesforce objects from your newly-completed Signedly documents, saving you time and allowing you to focus on other important tasks.
- When this happens...Document Completed
Triggers when a document is signed by you or once all your signatory have signed the document.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Document Completed
Triggers when a document is signed by you or once all your signatory have signed the document.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
