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Send Envelope and Add to Salesforce Record
“Anytime an envelope is sent with Signable, add file to record in Salesforce.”
created by
Emily Cook
How Zapier works (57 sec)
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This Zap works in 2 steps …
Step 1 - Trigger
Anytime an envelope sent is created in Signable
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Step 2 - Action
Add file to record in Salesforce
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1
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1 minute to set up
Get back 1.2 hrs /week
2 people use this app pairing
This Zap uses the following 2 apps
Signable
Signable is an electronic signature provider which lets you get your documents signed quickly, legally and securely using electronic signatures.
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Signable + Salesforce
Check out all the other ways you can connect Signable and Salesforce.
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