Salesforce + Signaturit Integration

Integrate Salesforce to Signaturit in one click, or tell Integrately AI how you want each contact handled. Send signature requests, track document status, update your records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Signaturit
    Document is signed in Signaturit Instant
Arrow Right
2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query 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
  • Signaturit
    Create a signature request in Signaturit
  • Signaturit
    Create a signature request from template in Signaturit
  • Signaturit
    Create a certified email in Signaturit
  • Signaturit
    Cancel a signature request in Signaturit
  • Signaturit
    Send a signature request reminder in Signaturit

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Ready WorkflowsReady Workflows   for Salesforce + Signaturit Integration

Create signature requests, track signed documents, update Salesforce records, and alert your team, 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 Salesforce + Signaturit flow

Send document status updates to your team, notify stakeholders, and sync agreements across your favorite platforms. Pick a combination and activate it in one click.

Salesforce
Signaturit
+
HubspotHubspot (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
Microsoft OutlookMicrosoft Outlook (3)
S
S
H
Create a Signaturit signature request when a Salesforce contact is created, and create a contact in Hubspot
New Salesforce contacts trigger a Signaturit signature request instantly while adding a contact to Hubspot, keeping your systems aligned.
S
S
H
When a document is signed in Signaturit, update the Salesforce record and update the contact in Hubspot
Signed documents in Signaturit automatically update your Salesforce record and refresh the contact in Hubspot.
H
S
S
Create a Salesforce record when a Hubspot contact is updated, and send a signature request in Signaturit
Updated Hubspot contacts trigger a Salesforce record update and fire off a Signaturit signature request automatically.

Supported triggers and actions for Salesforce and Signaturit

Mix and match to build the exact automation you need

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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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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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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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
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Signaturit
Signaturit Triggers & Actions
Instant
Document is signed in Signaturit
Triggers the automation when a document is signed
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Create a signature request in Signaturit
Generates a request for a signature
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Create a signature request from template in Signaturit
Generates a signature request based on a predefined template
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Create a certified email in Signaturit
Creates a new certified email
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Cancel a signature request in Signaturit
Cancels a signature request
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Send a signature request reminder in Signaturit
Sends a signature request reminder
Try it →

What can you automate with Salesforce + Signaturit?

Streamline your entire agreement lifecycle from initial contact creation to final contract signature.

What you can automate?
📝
Trigger signature requests from new Salesforce records
Automatically generate a Signaturit signature request the moment a new contact, lead, or opportunity is created in Salesforce. Eliminate manual data entry and speed up your sales cycle.
🔍
Capture every submitted contact detail accurately
Map all available contact fields and customer information from Salesforce directly into your Signaturit documents. Ensure flawless accuracy across every agreement sent.
🔔
Alert your team the moment agreements are sent
Keep your sales and operations teams fully informed by sending instant notifications whenever a new document request is dispatched or received.
🔀
Route signature requests based on deal stage
Send different document templates or trigger specific actions depending on the opportunity stage or custom fields submitted in your Salesforce records.
🔄
Keep Salesforce records updated as documents change
Automatically update your Salesforce records, contacts, and opportunity stages the moment a document status changes or a signature is completed.
🛡️
Prevent duplicate records during syncs
Search existing database records before creating new entries, ensuring your Salesforce and Signaturit data stays clean and free of duplicate contacts.
⏱️
Handle later status changes and completions
Automatically trigger downstream actions, update CRM stages, and archive files when a document is signed, cancelled, or reaches a final status.
💬
Extend your workflow to team communication apps
Connect your core Salesforce and Signaturit flow with Slack or email tools to announce closed deals and keep internal stakeholders in the loop.
And much more...

Who is Salesforce + Signaturit integration for?

Sales teams, legal professionals, and operations managers who need to automate document signing workflows and eliminate manual data entry between Salesforce and Signaturit.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success teams
Client success teams
High-volume sales teams
High-volume sales teams
Legal and compliance specialists
Legal and compliance specialists
CRM administrators
CRM administrators
📈
Sales operations managers
You're reviewing pipeline reports in Salesforce but contract completion data is always delayed because agreements are tracked manually, so the conversion metrics you're reporting on are always a few hours behind — this integration means every signed document updates your CRM instantly and your metrics stay current.
Account executives
You need to dispatch contracts immediately when a deal reaches the proposal stage in Salesforce, but manual signature setup causes unnecessary delays — with this integration, every new opportunity triggers a signature request instantly so your deals move forward without friction.
🤝
Client success teams
You answer to clients who want immediate confirmation when their onboarding paperwork is received and processed, but manual status checks slow down your response times — automating both apps means signed documents update your records and notify your team instantly.
📊
High-volume sales teams
The volume of customer records and proposals is too high for anyone to keep up with by hand, leading to missed agreements and outdated CRM entries — connecting these apps means every submission and signature is processed automatically across your stack.
📋
Legal and compliance specialists
You own the contract review workflow and depend on sales reps to hand over executed documents correctly, but manual file attachments often go missing — this integration means every signed agreement is tracked and stored accurately without manual intervention.
🗂️
CRM administrators
You need a reliable audit history in Salesforce but keep finding gaps caused by reps forgetting to update contact statuses after documents are signed — automating both apps means your customer history remains complete and accurate at all times.
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 Salesforce + Signaturit

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

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Signaturit 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Salesforce to Signaturit?
Frequently Asked Questions
You can connect Salesforce to Signaturit in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Salesforce, Signaturit, and apps like Slack, Google Drive, and Gmail.
Can I automatically send a Signaturit signature request when a new contact is created in Salesforce?
Frequently Asked Questions
Can I connect Salesforce, Signaturit, and Hubspot?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Signaturit?
Frequently Asked Questions
How does Salesforce handle record updates during document signing?
Frequently Asked Questions
How does Signaturit track document statuses in automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Signaturit?
Frequently Asked Questions
Is the Salesforce and Signaturit integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Salesforce or Signaturit With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
Signaturit
Popular Signaturit Integrations
Sync Signaturit with document storage, invoicing, and productivity tools to keep agreements working across your stack.