Guides

Invocable Reminder

Reminders can be invoked via Salesforce Process and Flow Builder allowing you to incorporate signature request reminders into Salesforce workflows.

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NOTE

Invoking reminders counts against Salesforce and HelloSign governor limits. HelloSign has a 2,000 call per hour limit. If your process triggers more than 2,000 calls HelloSign queues the calls so as to prevent hitting our call limit. Please see Salesforce’s API request limits to understand the impact this could have on your Salesforce instance.

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CALLOUT

HelloSign has reminders enabled by default. You may wish to disable this feature when implementing reminders via invocable methods.

HelloSign Settings > General > Manage Team Settings (Go) > Signer Reminders > Disable

Access process builder or flows via Salesforce Setup > Process Automation > Process Builder or Flows

STEPS for Process Builder

  • When invoking via process builder select Apex under Action Type
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  • Apex Class is HelloSign Signature Request Reminders
  • You must set an apex variable linking the signatureRequestId via Field Reference to the HelloSign Signature Request Record ID
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STEPS for Flows

  • When invoking via Flows select Action
  • Filter by Type
  • Select Apex Action
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Updated almost 4 years ago