Send contracts for signature from Salesforce opportunities. Push signed PDFs back to the Account record.
Available on Pro · Scope-limited access · Revocable connection
Pull documents from Salesforce into DocFila for OCR, signing, editing, and secure storage. Two-way sync keeps both systems in lockstep.
Send signed PDFs, extracted data, and document events from DocFila back into Salesforce — at the right record, at the right time.
Combine with DocFila Pilot to build agentic, multi-step workflows that span Salesforce and the rest of your stack.
OAuth 2.0, scope-limited permissions, connection records, and revocable access. Availability varies by connector and provider approval.
In DocFila, go to Settings › Integrations and choose Salesforce.
Sign in with Salesforce and grant DocFila the permissions it needs.
Choose which folders, fields, or events to sync.
DocFila and Salesforce now talk to each other in the background.
Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.