Track 05

Automation

Send documents when records change, call Tally Sign from Flows and Agentforce, and post signed deals to Slack.

1. 1Automation rulesSend or draft a document when a Salesforce record changes. Each rule becomes a real Flow in your org.
2. 2Flow and Agentforce actionsSend, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions.
3. 3Recipe: post to Slack when a deal is signedA record-triggered Flow on Envelope that uses Salesforce's Send Slack Message action.