Salesforce Integration
Enrich your Salesforce CRM records instantly. Underlying extracts metadata from incoming NDAs and contracts, and automatically updates Account and Opportunity objects.
Automate CRM Data Entry
- Bi-directional sync with Standard and Custom Objects in Salesforce Sales Cloud and Financial Services Cloud.
- Auto-attach parsed compliance and risk reports directly to the related Opportunity.
- Enterprise-grade security using Salesforce Connected App OAuth 2.0 flows.
Salesforce Apex Sync
{
"sobject": "Opportunity",
"record_id": "0068c00000abcdeAAA",
"fields_to_update": {
"NDA_Status__c": "Executed",
"Liability_Cap__c": "2x Fees",
"Governing_Law__c": "Delaware"
}
}
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