Create and update records in Salesforce from new SignRequest document signings
Create and update records in Salesforce from new SignRequest document signings
Capture and organize signed documents by triggering a new file creation in Salesforce when a SignRequest is signed. Update relevant records to ensure all information is current, enhancing your management system's efficiency.
Zap details:
Overview
Capture and organize signed documents by triggering a new file creation in Salesforce when a SignRequest is signed. Update relevant records to ensure all information is current, enhancing your management system's efficiency.