How to automatically update a Salesforce record every time an envelope is signed in Signeasy

Relay.app is an automation tool that lets you automate actions across Salesforce, Signeasy, and many other apps. In this guide, we'll show you how to automatically update record in Salesforce for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Salesforce
Trigger
Last triggered
Signeasy logoEnvelope signed
Salesforce logoUpdate record
1

Set the Signeasy trigger as “Envelope signed”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions whenever an envelope is signed. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy. This will allow your playbook to automatically identify newly signed envelopes and trigger necessary actions.

If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Find record" and "Update record" step in Salesforce

Integrate the Salesforce automation into your playbook to ensure the prompt updating of a Salesforce record every time an envelope is signed in Signeasy.

Click the "Add step" button, then locate the "Find record" and "Update record" automation for Salesforce and input the mandatory and relevant details.

If your Salesforce account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Salesforce account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a Salesforce record every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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