Salesforce integration with Foxit eSign
How to Create Foxit esign template folders for new Salesforce records
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 "Create Foxit esign template folders for new Salesforce records" 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 Foxit eSign integrations
Foxit eSign actions
Nekton can use any feature that is available in Foxit eSign API.
Using our advanced AI, you can easily create custom automations for Foxit eSign.
Here are some typical actions you can do in your automated workflows.
Create Folder From Template
Create a Folder from Template.
Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
About Foxit eSign
Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and legally binding with Templates, Bulk Signing, Online Forms, APIs. Foxit eSign also offers convenience of signing from within Foxit Desktop and Cloud PDF.