Salesforce

Even though our Salesforce integration is currently under development, there is still a way how you can use Salesforce with eversign in the meantime. The way to achieve this is with the help of Zapier. This means you can still create, modify and handle document signatures from within your Salesforce processes. Zapier lets you send info between eversign and Salesforce automatically - no code required.

With the eversign integration, there are 2 different triggers and 1 action that can be used in Zapier. You can automatically trigger actions using either a "Document Sent" or a "Document Completed" trigger. This means it's possible to automatically update your CRM when you receive a signed contract back from your customer, for example.

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It's also possible to use Salesforce triggers to perform the "Use Template" eversign action, which allows you to automatically send an eversign template for signature based on a trigger. For example, you could trigger this "Use Template" action by moving a deal into a certain stage, which could then send the templated contract for signature (and pre-populate it with data from your CRM).

First you need to make a new Zap:mceclip1.png

After that, set up your Salesforce trigger:mceclip3.png

Then, set up and customize the eversign "Use Template" action:mceclip2.png

Finally, we suggest testing your trigger and action and then click on the "Publish Zap" button:mceclip4.png

 How do I connect eversign to Zapier?

Log in to your Zapier account or create a new account.

1. Navigate to "Connected Accounts" from the top menu bar.
2. Now click on "Connect new account" and search for "eversign."
3. Use your credentials to connect your eversign account to Zapier.
4. Once that's done, you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge, and you'll be walked step-by-step through the setup.
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