Flow and Agentforce actions
Send, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions.
4 sections
The package adds invocable actions in the Tally Sign category. Use them in Flow Builder (Action element) or add them to an agent in Agentforce as agent actions.
The actions
| Action | Inputs | Outputs |
|---|---|---|
| Send for signature | Record ID; Template ID or Template Name; Mode (send or draft); optional Signer Contact ID, or Signer Email and Signer Name; Message | Succeeded, Document ID, Status, Editor URL, Issues, Error Message |
| Get signature status | Record ID (newest envelope on the record) or Document ID | Found, Status, Signers Completed, Signers Total, Title, Sent At, Completed At, Envelope Count |
| Send signing reminder | Document ID, or Record ID for the newest envelope waiting for signature | Succeeded, Reminded, Error Message |
| Void envelope | Document ID or Record ID, and a Reason | Succeeded, Document ID, Error Message |
| Run Tally Sign automation rule | Rule ID, Record ID | Outcome, Reason, Document ID. Used by the Flows that automation rules create |
Actions never fail the Flow. If something goes wrong, they return Succeeded = false and an Error Message, so your Flow can decide what to do.
Example: remind signers after three days
- In Setup, open Flows and choose New Flow → Schedule-Triggered Flow. Run it daily.
- Set the object to Envelope, with the condition Status equals Sent.
- Add a Decision that continues only when Last Activity is more than three days ago.
- Add an Action, search for Send signing reminder and set Document ID to the envelope's Tally Sign ID.
- Save and activate.
Agentforce
In Agent Builder, add a new agent action of type Apex and pick one of the Tally Sign actions. Give it clear instructions, for example:
Send for signature: use when the user asks to send the order form for a quote.
Always use mode "draft" unless the user clearly asks to send now.React to envelope changes
After every update, Tally Sign publishes the platform event Tally Sign Event (TallySign__Tally_Sign_Event__e) with the envelope, the related record, the event type and the status. You can also trigger a record-triggered Flow on the Envelope object itself, as in the Slack recipe.
On the website: Any object·Pricing