☁️

INTEGRATION

Konomic + Salesforce

Generate contracts from Opportunity data, send for e-signature, and attach signed files back to records. CRM document workflows fully automated.

Salesforce is the world's most-used CRM, but document handling inside it is notoriously painful. DocuSign integration costs $25/user/month just to send contracts, and PDF generation typically requires Conga ($15/user/month) or similar.

With Konomic + Salesforce, you get the same contract-to-signature flow for a fraction of the cost — using either Zapier (no-code), Make (visual), or direct API calls from Apex or Flows.

Common workflows

WORKFLOW #1

Opportunity → Contract → Sign Request

Trigger: Opportunity stage changes to "Closed Won"
Action: Zap pulls Account, Contact, Amount, and Close Date from the Opportunity
Action: Konomic fills contract template with these fields
Action: Konomic Sign Request sends PDF to the Primary Contact
Action: Webhook updates Opportunity "Contract Sent" custom field with timestamp
When signed: Webhook attaches signed PDF to Opportunity and sets stage to "Contract Signed"

WORKFLOW #2

Case attachment → OCR → searchable content

Trigger: New PDF attached to a Case record
Action: Konomic runs OCR on the attachment
Action: Extracted text is written to a custom field on the Case
Result: Support agents can full-text search across all case attachments

WORKFLOW #3

Quote → merge → send

Trigger: Quote generated in Salesforce CPQ
Action: Konomic merges quote PDF + terms & conditions + cover letter
Action: Compressed to under 5 MB for email delivery
Action: Attached to email sent from Salesforce to the customer

Why Konomic + Salesforce?

💰 80% cheaper than DocuSign for Salesforce

$14.99/mo Business tier vs $25-40/user for DocuSign + $15/user for PandaDoc.

🌍 EU servers for GDPR

Critical for EU enterprises handling personal data — Salesforce can be US, Konomic stays in EU.

🛠️ Bundled PDF tools

Merge, compress, OCR, redact — all with one API, instead of integrating 4 different services.

⚡ Flexible integration

Use Zapier for no-code, Make for visual flows, or call our API directly from Apex and Flows.

Implementation options

Option 1: Zapier (easiest, no code)

Use Salesforce triggers (New Record, Updated Record) and Konomic actions. 15-minute setup.

Option 2: Make (visual, more powerful)

Complex branching logic, iteration over multiple records, error handling. Best for advanced flows.

Option 3: Direct API (most flexible)

Call Konomic from Salesforce Apex or Flows. Use webhooks for async events. Requires Business tier.

Set it up in 15 minutes

Business tier gives you API access. Email hello@konomic.io for a Salesforce-specific setup guide.

Upgrade to Business

Other integrations