Documenso + Salesforce

Create and send documents from templates in Documenso to new leads in Salesforce

Follow up on your prospects effortlessly with this integration. Whenever a new lead is created in Salesforce, this Zap automatically sends a new document from Documenso to the lead for capturing items like an NDA, Sales Agreement, and more.

Follow up on your prospects effortlessly with this integration. Whenever a new lead is created in Salesforce, this Zap automatically sends a new document from Documenso to the lead for capturing items like an NDA, Sales Agreement, and more.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerPolling
  2. automatically do this...
    DocumensoDocumenso
    Create a Document From a Template

    Creates a document in Documenso from a given Template ID

    ActionWrite
  3. then do this!
    DocumensoDocumenso
    Send Document

    Send a document for signing

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Documenso

Documenso is an open-source digital signing platform.

Related categories

  • Signatures
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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