How to automate sending an NDA for esignature

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Tawnya Gilreath
Tawnya Gilreath Member Posts: 1
First Anniversary Photogenic
edited April 24 in Workflow Automation #1

When an activity is added with "Send NDA" in the subject line, an NDA should be sent to the contact for eSignature. I can't find a way to create an automation, webhook or API call to work with documents. What am I missing? If anyone can direct me to a work around, I'd greatly appreciate it. Right now I go to the contact record, select the Documents tab, create Document from Template and then send for eSignature. I know that I can attach a PDF of the NDA to an email template and trigger that to be sent; however, it wouldn't merge the contact's information into the NDA.

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  • Josh Buesking
    Josh Buesking Member Posts: 178
    First Anniversary First Comment First Answer 5 Likes
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    There is no automation or API available for Documents, no workaround I am aware of other than using a third party tool and creating a trigger using a custom field.

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