RightSignature + Salesforce
Send templates in RightSignature for updated records in Salesforce
Keep your documents as dynamic as your database with this convenient workflow between Salesforce and RightSignature. Whenever a specific field is updated in a Salesforce record, a designated template gets sent via RightSignature. This makes it easier for you to stay on top of changes within your company, ensuring that vital agreements, contracts, or forms are updated promptly and accurately.
Keep your documents as dynamic as your database with this convenient workflow between Salesforce and RightSignature. Whenever a specific field is updated in a Salesforce record, a designated template gets sent via RightSignature. This makes it easier for you to stay on top of changes within your company, ensuring that vital agreements, contracts, or forms are updated promptly and accurately.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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