Create Salesforce Records Bot
The Create Salesforce Records Bot automatically creates Salesforce records using data from a Slate document. This Bot can be used to generate a new Salesforce record any time someone completes a Slate.
Try automation, it’s free!- Used in 47 Flows
- Used in 35 Workspaces
- Installed 274 times in the last 30 days
- 98% success rate
The Create Salesforce Records Bot automatically creates Salesforce records using data from a Slate document. This Bot can be used to generate a new Salesforce record any time someone completes a Slate.
Try automation, it’s free!App Info
| Bot author | airSlate Inc. |
| When to install | Install the Create Salesforce Records Bot to generate a Salesforce record |
| What the Bot does | Automatically creates a Salesforce record using data from a Slate document |
| Setup duration | On average 5-10 min. |
| Works on | Post-fill |
How to set it up
Outcome: Once the Slate’s Revision has been completed, a new Salesforce record will be created.
Commonly used conditions when the Bot acts
- When specific fields in a document has been completed
- When a signature field has been signed
Requirements
To install the Create Salesforce Records Bot, begin by setting up a Flow
Try automation, it’s free!Reviews
Install the Create Salesforce Records Bot to automate workflows
Create Salesforce Records Bot
airSlate is the ultimate solution for business automation that maintains integrations as well. You can connect more than 20 services, including Google, Office 365, Jira, and many others.
The platform ensures connections to various third-party systems any time you need. Send e-mails, build forms and documents templates, create different record types in Salesforce - and this is far not a full list of opportunities.
One of the biggest Bot’s advantages is the opportunity to synchronize data from several sources. Contacts and details can be imported to airSlate automatically, and Salesforce record types are maintained without extra efforts. Moreover, Bots do all this work for you. So adding it to your Flow will improve efficiency by automating routine processes and the whole business in particular. The scope of possibilities is endless.
CRM systems have many useful features and advantages when it comes to communication with clients. Boost your business processes using additional services to make it really powerful.
Create any record types in Salesforce with airSlate and meet advantageous perspectives:
- To begin and improve your business automation.
- To satisfy clients with convenient data import and export tools.
- To spend time developing new solutions instead of doing routine processes.
- To maximize the effectiveness of team collaboration.
