Salesforce + SignNow
Create Salesforce accounts from new updates to document templates in SignNow
You should keep tabs on anyone who signs a contract or agreement with your company. This Zap makes that simple. It watches for updated documents in your SignNow account, and automatically adds new contacts to Salesforce as accounts.
You should keep tabs on anyone who signs a contract or agreement with your company. This Zap makes that simple. It watches for updated documents in your SignNow account, and automatically adds new contacts to Salesforce as accounts.
- When this happens...Document Updated
Triggers when a document has been updated.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
TemplateRequired
Document NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
Payment Settings | Merchant Account
Payment Settings | Payer
Payment Settings | Currency
Payment Settings | Payment Amount
On Completion
Line Wrapping
Document Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
DocumentRequired
From Email AddressRequired
To Email AddressRequired
Subject
Message
Redirect After Signing
