Salesforce integration with Nitro
How to Send signature requests in Nitro when Salesforce records are updated
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 "Send signature requests in Nitro when Salesforce records are updated" 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 Nitro integrations
Nitro actions
Nekton can use any feature that is available in Nitro API.
Using our advanced AI, you can easily create custom automations for Nitro.
Here are some typical actions you can do in your automated workflows.
Request Signature Using a Template
Sends a Signature Request using an existing Nitro Sign Template.
Signature Request Completed
Triggers when a Signature Request has been completed.
About Nitro
Nitro makes document productivity easy, powerful, affordable, and available to all. This integration makes it even better enabling you to extend the power and features from Nitro to other services.