Salesforce integration with RightSignature
How to Send new Salesforce contacts RightSignature templates to sign
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 new Salesforce contacts RightSignature templates to sign" 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 RightSignature integrations
RightSignature actions
Nekton can use any feature that is available in RightSignature API.
Using our advanced AI, you can easily create custom automations for RightSignature.
Here are some typical actions you can do in your automated workflows.
Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
New Document Sent
Triggers when a document is sent.
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
About RightSignature
RightSignature provides a service for easy online document signing.