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VaseSign Built
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Salesforce

Publisher: VaseSign • Category: CRM & Sales • Type: Native Connector

InstallDocumentation
Overview

Use Salesforce for VaseSign to generate, send, track and store signed agreements directly from opportunities, accounts, contacts and cases. Sales teams reduce manual document handling while keeping agreement status visible inside Salesforce.

Best-fit use cases

  • Sales contracts
  • NDAs
  • Quotes and proposals
  • Customer onboarding
  • Financial services applications
What this connector can do
  • Create signing request
  • Send document for signature
  • Track envelope status
  • Save signed PDF
  • Save audit trail
  • Trigger Workflow Manager workflow
Events and triggers
  • envelope.created
  • envelope.sent
  • envelope.viewed
  • envelope.signed
  • envelope.completed
  • envelope.declined
Data accessed & authentication

Data accessed

  • Documents
  • Attachments
  • Contacts
  • Metadata
  • Audit events
  • Webhook status

Auth methods

  • OAuth 2.0
  • Webhook Signing Secret
Workflow Manager support

Workflow IDs: N8N-SALESFORCE-01

  • Salesforce agreement completion sync: Create signing request from source record and write completed package back.
  • Salesforce reminder and escalation: Notify stakeholders when signatures remain pending.
Installation steps
  1. Select workspace
  2. Review connector details
  3. Review permissions and data accessed
  4. Authenticate with provider
  5. Configure field mapping
  6. Configure document template mapping
  7. Configure event triggers
  8. Run test connection
  9. Activate connector
Governance and trust

Designed to support ECTA-aligned signing workflows.

POPIA-aligned controls depend on tenant configuration, data routing and subprocessors.

eIDAS-aware architecture for future regional and assurance-level expansion.

Connector permissions should be reviewed by a workspace administrator before activation.

Legal suitability depends on document type, identity controls and organisational policy.