Integration
Connect eSignatures to Salesforce
When something happens in eSignatures, your agent does the next thing in Salesforce. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 6 triggers · 20 actions
Trigger
Contract SignedTriggers when a contract is signed by all signers.
Trigger
Contract WithdrawnFires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
Trigger
Signer Declined SignatureFires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
Trigger
Signer Viewed ContractFires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
Action
Add SignerAdd a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
Action
Add TemplateCreate a new reusable contract template. POST /api/templates (Templates - New).
Action
Create ContractCreates a new contract.
Action
Delete SignerRemove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
Action
Delete TemplateDelete a contract template. DELETE /api/templates/:id (Templates - Delete).
Action
Get ContractRetrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
Action
Get TemplateRetrieve a contract template's details. GET /api/templates/:id (Templates - Query).
Action
List TemplatesList all contract templates in the account. GET /api/templates (Templates - List).
Action
Send Contract DraftSend a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
Action
Update TemplateUpdate an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
Action
Withdraw ContractWithdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
Action
Delete object recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
Action
Find most recent created or updated recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
Action
Get object recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.