Annature + Salesforce Integration

Integrate Annature to Salesforce in one click, or tell Integrately AI how you want each envelope handled. Update Salesforce records, create tasks, notify your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Annature
    Envelope is sent in Annature Instant
  • Annature
    Envelope is voided in Annature Instant
  • Annature
    Envelope is completed in Annature Instant
  • Annature
    Recipient sent copy of envelope in Annature Instant
  • Annature
    Envelope viewed by recipient in Annature Instant
  • Annature
    Recipient declines to sign in Annature Instant
  • Annature
    Delivery is failed in Annature Instant
  • Annature
    Recepient has completed action in Annature Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
Arrow Right
2.
  • Annature
    Get envelope by ID in Annature
  • Annature
    Create account in Annature
  • Annature
    Create group in Annature
  • Annature
    Cancel envelope in Annature
  • Annature
    Resend account verification in Annature
  • Annature
    Delete a group in Annature
  • Annature
    Deactivate an account in Annature
  • Annature
    Restore an account in Annature
  • Annature
    Get group by ID in Annature
  • Annature
    Get account by ID in Annature
  • Annature
    Search account in Annature
  • Annature
    Search group in Annature
  • Annature
    Search envelop in Annature
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready WorkflowsReady Workflows   for Annature + Salesforce Integration

Update records, create tasks, log document statuses, alert your team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Annature + Salesforce flow

Keep teams aligned by connecting document events to messaging, accounting, and document storage tools. Pick a combination and activate it in one click.

Annature
Salesforce
+
SlackSlack (4)
+
PandaDocPandaDoc (2)
+
DocuSignDocuSign (2)
+
XeroXero (2)
+
GmailGmail (2)
+
Google DriveGoogle Drive (2)
A
S
S
Update Salesforce records when an Annature envelope is completed, and notify your sales channel in Slack
Completed Annature envelopes instantly update your Salesforce records while Slack notifies your sales team, removing manual data entry and delays.
S
A
S
Send an Annature envelope when a Salesforce lead is created, and post an update in Slack
New Salesforce leads automatically receive an Annature envelope for signing, with your team alerted in Slack the moment it goes out.
A
S
S
Create a Salesforce task when a recipient declines an Annature envelope, and alert your support team in Slack
Declined Annature envelopes automatically generate a follow-up task in Salesforce while alerting your team in Slack.
A
C
S
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Use ChatGPT to summarize envelope completion notes, update Salesforce records, and post the brief in Slack
ChatGPT extracts key details from completed Annature envelopes, updates Salesforce, and posts a clean brief in Slack.

Supported triggers and actions for Annature and Salesforce

Mix and match to build the exact automation you need

Annature
Annature Triggers & Actions
Instant
Envelope is sent in Annature
Triggers the automation when any envelope is sent
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Instant
Envelope is voided in Annature
Triggers the automation when any envelope is voided
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Instant
Envelope is completed in Annature
Triggers the automation when an envelope is completed
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Instant
Recipient sent copy of envelope in Annature
Triggers the automation when a recipient is sent a copy of an envelope
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Instant
Envelope viewed by recipient in Annature
Triggers the automation when the recipient views the envelope
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Instant
Recipient declines to sign in Annature
Triggers the automation when recipient declines to sign a document
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Instant
Delivery is failed in Annature
Triggers the automation when a delivery fails
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Instant
Recepient has completed action in Annature
Triggers the automation when a recipient completes an action
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Get envelope by ID in Annature
Retrieves envelope information based on its id
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Create account in Annature
Generates a new account
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Create group in Annature
Creates a new group based on particular criteria
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Cancel envelope in Annature
Searches for an envelope
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Resend account verification in Annature
Resends account verification
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Delete a group in Annature
Deletes a group with
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Deactivate an account in Annature
Deactivate user accounts
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Restore an account in Annature
Restores an account
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Get group by ID in Annature
Retrieves a group's information by its unique id
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Get account by ID in Annature
Retrieves account information based on the account id
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Search account in Annature
Searches for account information
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Search group in Annature
Searches for a group
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Search envelop in Annature
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Annature + Salesforce?

Streamline your document workflows by connecting agreement events directly to your CRM records and team notifications.

What you can automate?
✍️
Sync completed agreements to your CRM
Automatically update your Salesforce records the moment an Annature envelope is completed. Eliminate manual data entry and keep your customer data accurate.
📋
Capture every submitted envelope field
Map all available Annature signing details directly into your Salesforce fields instead of just basic contact info. Your records become a comprehensive reference source.
🔔
Alert your team instantly on activity
Send immediate notifications to your sales channel when an envelope is viewed, signed, or declined. Keep everyone informed without manual check-ins.
🔀
Route records based on signed status
Perform different actions depending on whether a recipient completes or declines an Annature envelope. Direct your workflow dynamically based on real outcomes.
🔄
Keep Salesforce updated as statuses change
Automatically reflect envelope changes such as voided deliveries or completed verifications in your Salesforce tasks and lead stages.
🔍
Search and update instead of creating duplicates
Locate existing Salesforce records by ID before applying updates from Annature events. Prevent redundant entries and maintain a clean database.
⏱️
Handle later lifecycle events smoothly
Manage follow-up tasks and record updates automatically when a recipient completes their signing action or fails delivery in Annature.
💬
Extend your workflow with messaging apps
Connect your Annature and Salesforce flow to Slack so your entire team hears about important document milestones instantly.
And much more...

Who is Annature + Salesforce integration for?

Sales operations teams, legal departments, and account managers eliminate manual document tracking and keep records accurate across platforms.

Sales operations managers
Sales operations managers
Account executives
Account executives
Legal and compliance officers
Legal and compliance officers
Customer success teams
Customer success teams
Business development reps
Business development reps
Finance coordinators
Finance coordinators
📈
Sales operations managers
You're tracking agreement pipelines manually and updating Salesforce records after every signing session, but delays leave your reports out of date — this integration means every completed envelope updates your CRM instantly and your pipeline metrics stay current.
Account executives
You need to act fast when contracts are returned, but finding signed files and updating tasks by hand takes valuable selling time — automating both apps means signed documents trigger immediate CRM updates and tasks so you can progress deals without delay.
📋
Legal and compliance officers
You answer to auditors who require flawless document histories, but manual logging creates dangerous gaps in your compliance records — with this integration, every agreement status is captured accurately in Salesforce from the moment it occurs.
🔄
Customer success teams
The volume of onboarding documents is too high for anyone to keep up with by hand, leading to missed handoffs and frustrated clients — connecting these apps means every verification step triggers automatic Salesforce updates and team alerts.
🤝
Business development reps
You own the initial lead outreach and depend on timely document dispatch, but manual setup slows down your response time — this integration means new Salesforce leads automatically trigger Annature signing requests the moment they land.
🗂️
Finance coordinators
You need a reliable history of completed agreements for billing and invoicing, but missing records cause administrative bottlenecks — automating both apps means your Salesforce accounts stay fully updated with every verified signature.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Annature + Salesforce

Build and manage your Annature + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Annature + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Annature to Salesforce?
Frequently Asked Questions
You can connect Annature and Salesforce in 1-click using ready workflows on Integrately or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts along with Slack, Xero, or Gmail.
Can I automatically update Salesforce records when an Annature envelope is completed?
Frequently Asked Questions
Can I connect Annature, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Annature and Salesforce?
Frequently Asked Questions
How does Annature trigger automation events in Salesforce?
Frequently Asked Questions
Can Salesforce create tasks or update leads based on Annature status?
Frequently Asked Questions
Do I need coding skills to automate Annature and Salesforce?
Frequently Asked Questions
Is the Annature and Salesforce integration free?
Frequently Asked Questions
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