Create Salesforce record for new SignWell signaturerequest
SignWell + Salesforce Integration
Salesforce + SignWell Integration
Connect Salesforce to SignWell in 1 click
Free forever.Use premium features free for 14 days.1.
Record is created in Salesforce- Record is updated in Salesforce
- Field is updated on record in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
Document is cancelled in SignWell Instant- Document is created in SignWell Instant
- Document is sent in SignWell Instant
- Document is signed in SignWell Instant
- Document is expired in SignWell Instant
- Template is created in SignWell Instant
- Document is completed in SignWell Instant
- Document is viewed in SignWell Instant
2.
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Salesforce
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
SignWell
SignWell is an easy-to-use eSignature platform that lets you send, sign, and manage documents online. It streamlines approvals with templates, audit trails, and secure, legally binding signatures—perfect for teams and businesses.
