DottedSign integration with Salesforce
How to Update Salesforce records for new DottedSign requests
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Update Salesforce records for new DottedSign requests" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DottedSign integrations
DottedSign actions
Nekton can use any feature that is available in DottedSign API.
Using our advanced AI, you can easily create custom automations for DottedSign.
Here are some typical actions you can do in your automated workflows.
Task Completed
Triggers when a task is completed.
Task My Turn
Triggers when it is my turn to sign a task.
About DottedSign
DottedSign is an E-Signature service that enables you to sign documents, assign signing tasks to multiple signers, and track signing status directly on your smartphone, tablet, and web browser.