DOCUMENT OPS
Sync signed-contract terms to Salesforce when e-sign completes
Receives an e-signature completion webhook, retrieves the executed PDF, diffs it against the draft on the opportunity.
How it runs
The automated pipeline, trigger to output.
- TriggerE-sign completion webhook receivedHTTP webhook
- ActionFetch executed PDF and draft from DropboxDropbox
- LogicExtract final terms and diff clauses against draft
- LogicSet change flag if material differences found
- OutputUpdate Salesforce opportunity with final terms and verdictSalesforce
What it does
When an e-signature platform fires its completion webhook, this workflow fetches the executed PDF, compares it to the negotiated draft attached to the opportunity, and pushes the final terms back onto the Salesforce record. If clauses changed between draft and signature, it sets a 'changed at signing' flag so the deal isn't closed on stale terms.
When to use it
Use it to keep CRM in lockstep with what was actually signed, especially when reps negotiate in docs but close in Salesforce. It prevents booking revenue against terms that shifted in the final version.
How it works
- 1An e-sign completion webhook triggers the run with the contract and opportunity IDs.
- 2The workflow pulls the executed PDF from Dropbox and the draft stored on the opportunity.
- 3An agent extracts final terms and diffs the clauses against the draft.
- 4If material changes exist, it marks the opportunity's change flag and notes the altered clauses.
- 5It updates the Salesforce opportunity with final terms and the diff verdict.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect DropboxFiles and folders.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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