Salesforce + SignWell
Update Salesforce records when new SignWell documents are completed
Someone completed your contract, but now you have to go into your CRM and manually update the opportunity. Use this integration to automatically update opportunities in Salesforce whenever a document is completed in SignWell and stop wasting your time with tedious tasks.
Someone completed your contract, but now you have to go into your CRM and manually update the opportunity. Use this integration to automatically update opportunities in Salesforce whenever a document is completed in SignWell and stop wasting your time with tedious tasks.
- When this happens...Document Completed
Triggers when a document has been completed.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About SignWell
SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.