How to send a Signeasy envelope to sign for a newly added record in Salesforce

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select details such as the Object. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

If this is your first time using a Salesforce integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Signeasy automation into your playbook to ensure the prompt sending of an envelope to sign from Signeasy when a new record has been added on Salesforce.

Click the "Add step" button, then locate the "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account isn't already 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 Signeasy account.

Activating your playbook is the final step to automate the sending of an envelope to sign from Signeasy. Once turned on, it will respond to each newly added record in Salesforce by sending an envelope to sign from Signeasy without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.