Signedly integration with Salesforce
How to Create custom Salesforce objects from newly-completed Signedly documents
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 custom Salesforce objects from newly-completed Signedly documents" 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 Signedly integrations
Signedly actions
Nekton can use any feature that is available in Signedly API.
Using our advanced AI, you can easily create custom automations for Signedly.
Here are some typical actions you can do in your automated workflows.
Document Completed
Triggers when a document is signed by you or once all your signatory have signed the document.
About Signedly
Signedly streamlines your signing process with e-signature technology, integrates with various apps, and ensures secure and fast document signing.