Firma.dev Salesforce

Firma.dev + Salesforce Integrations, Built by an AI Agent

Put Firma.dev + Salesforce to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Firma.dev and Salesforce below — describe the exact one you want above and the Agent builds it on demand.

Firma.dev + Salesforce When specific fields on a Salesforce record are updated, trigger a new Firma.dev signing request for the relevant contact. See details
Send contracts automatically when deals reach late stages When a deal stage changes in Salesforce, automatically send a signature envelope in Firma.dev to keep sales velocity moving without delay. See details
Log activity in CRM when agreements are declined If an envelope is declined in Firma.dev, automatically log activity in Salesforce so sales reps can immediately address client concerns. See details

Browse the full workflow library →

Looking to achieve something else with Firma.dev and Salesforce?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Firma.dev and Salesforce

Everything Firma.dev and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.

Firma.dev Explore Firma.dev →

A developer-focused service that enables electronic signature functionality to be embedded directly into custom applications.

Triggers
Recipient Declined

Triggers when a recipient declines a signing request.

Recipient Signed

Triggers when a recipient signs a signing request.

Signing Request Completed

Triggers when a signing request is completed and all recipients have signed.

Signing Request Sent

Triggers when a signing request is sent to recipients.

Actions
Cancel Signing Request

Cancels an in-progress signing request.

Create and Send Signing Request

Creates a signing request from a template or existing document and sends it to recipients.

Download Signing Request Document

Gets a download link for a signing request's document (partial or fully signed).

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Firma.dev + Salesforce

Is there a pre-built Firma.dev + Salesforce automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Firma.dev and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Firma.dev or Salesforce connector?

No. The Agent works whether or not Firma.dev or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why should I integrate Salesforce with Firma.dev?

Integrating both tools automates contract delivery during sales negotiations and updates sales pipeline stages instantly when agreements are signed or declined.

Can signed documents automatically mark deals as won?

Yes, completing a document signature in Firma.dev can instantly update the corresponding opportunity stage to won in Salesforce.

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