Invocable Reminder
Reminders can be invoked via Salesforce Process and Flow Builder allowing you to incorporate signature request reminders into Salesforce workflows.
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.
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
- 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
STEPS for Flows
- When invoking via Flows select Action
- Filter by Type
- Select Apex Action
Updated over 4 years ago