Track 05

Automation

Remind signers and tell your team on their own, send documents when records change, call Tally Sign from Flows and Agentforce, and post signed deals to Slack.

1. 1Automations: reminders, alerts and follow-upsTurn on ready-made automations that remind signers, tell your team when a document is signed, and follow up on their own. Adjust any of them and design the emails they send.
2. 2Automation rulesSend or draft a document when a Salesforce record changes. Each rule becomes a real Flow in your org.
3. 3Flow and Agentforce actionsSend, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions.
4. 4Recipe: post to Slack when a deal is signedA record-triggered Flow on Envelope that uses Salesforce's Send Slack Message action.

On the website: Any object