Connect eSignatures and Salesforce
Integrate eSignatures with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Contact to Campaign in Salesforce when Signer Views Contract in eSignatures
Add Lead To Campaign in Salesforce when Signer Views Contract in eSignatures
Create Attachment in Salesforce when Signer Views Contract in eSignatures
Create Contact in Salesforce when Signer Views Contract in eSignatures
Create Note in Salesforce when Signer Views Contract in eSignatures
Popular eSignatures + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
eSignatures
When this happens...
New Fully Signed Contract
Signer Views Contract
New Contract Sent to Signer
New Contract Signed
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Add Contact to Campaign dev
Add Contact to Campaign in Salesforce when Signer Views Contract in eSignatures
Use this flowAdd Lead To Campaign in Salesforce when Signer Views Contract in eSignatures
Use this flowCreate Attachment in Salesforce when Signer Views Contract in eSignatures
Use this flowCreate Contact in Salesforce when Signer Views Contract in eSignatures
Use this flowCreate Note in Salesforce when Signer Views Contract in eSignatures
Use this flowUpdate Contact in Salesforce when Signer Views Contract in eSignatures
Use this flowCreate Lead in Salesforce when Signer Views Contract in eSignatures
Use this flowUpdate Lead in Salesforce when Signer Views Contract in eSignatures
Use this flowCreate Account in Salesforce when Signer Views Contract in eSignatures
Use this flowCreate Campaign in Salesforce when Signer Views Contract in eSignatures
Use this flowSupported Triggers & Actions
Everything you can automate between eSignatures and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
New Fully Signed Contract
Runs when a contract is fully signed by all parties.
Signer Views Contract
Runs when signer views a contract. Select a contract or signer to filter.
New Contract Sent to Signer
Runs when new contract is sent to a signer.
New Contract Signed
Runs when new contract is signed.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
Do thisActions
Action is the task that follows automatically within your eSignatures integrations.
Create Contract
Create a new contract and configure signers, template, expiry, emails, labels, and branding.
Withdraw Contract
Withdraws a contract so it can no longer be signed.
Add Contract Signer
Adds a new signer to an existing contract.
Update Contract Signer
Updates an existing signer on a contract.
Delete Contract Signer
Removes a signer from a contract.
Resend Signature Request
Resend a contract's signature request to a selected signer.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About eSignatures
eSignatures.io is a platform that provides electronic signature solutions, enabling users to sign documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to manage contracts and agreements digitally.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your eSignatures and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between eSignatures and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where eSignatures triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in eSignatures. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between eSignatures and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire eSignatures and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
