Triggering e-mail upon change of status of a custom object
Tuesday, May 30, 2017 at 01:29amHi, everyone,
We're starting a project to integrate eSignlive into the salesforce org of a customer in my company.
While checking the documentation, we've seen that this specific part is pretty useful to us:
http://docs.esignlive.com/content/e_classic_application_user_s_guide/signers/receiving_esignlive_packages.htm?Highlight=tablet%20desktop#Mobile2
It comprises more or less what we'd like to have at a point of our process: an e-mail with a link to sign the document and take it back to salesforce.
However, at least two doubts are arising before we decide how to tackle this:
1- Is it actually possible to trigger the submission of that e-mail upon the change of status of a custom object? If that's the case, some info would be useful, since in the link I shared I can't really find this and I'm not sure where to find it (a link would suffice :) )
2- In the link I shared, apparently, two e-mails are requested if we prefer the approach of "drawing on screen" signature (one initial e-mail to see the documents and another one when the user decides to sign). Can't this be merged in order to avoid the second e-mail? Like, for example, making the button to sign take the user to the signing page directly, without needing that second e-mail.
Thanks in advance and sorry if this isn't the right forum to post this.
Reply to: Triggering e-mail upon change of status of a custom object
Tuesday, May 30, 2017 at 03:32pmReply to: Triggering e-mail upon change of status of a custom object
Tuesday, May 30, 2017 at 10:49pmReply to: Triggering e-mail upon change of status of a custom object
Wednesday, May 31, 2017 at 05:15amReply to: Triggering e-mail upon change of status of a custom object
Thursday, June 1, 2017 at 11:29pmReply to: Triggering e-mail upon change of status of a custom object
Friday, June 2, 2017 at 12:29pm