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Salesforce + Xodo Sign Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Xodo Sign, enabling you to effortlessly connect the two apps.

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Example integrations featuring Salesforce and Xodo Sign

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Automatically export document as pdf in Xodo Sign for each opportunity stage reached in Salesforce

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Send document using template automatically in Xodo Sign for each opportunity stage changed in Salesforce

Create your own Salesforce + Xodo Sign integration

Connect Salesforce to Xodo Sign

Select a trigger in Salesforce

Select an action in Xodo Sign

Create your playbook

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