Invoke Salesforce Process on Documents Opening
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your Salesforce records to your documents with the Invoke Salesforce Process Bot - Pre-fill.Try automation, it’s free!
What the Bot does
The Bot transfers data from Salesforce records to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Salesforce records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 88 Templates
- Used in 58 Workspaces
- Installed 325 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Invoke Salesforce Process on Documents Opening. No coding required.
Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your Salesforce account. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
Get your document pre-filled with data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from your Salesforce records.
Try pre-built workflows to experience the Invoke Salesforce Process on Documents Opening in action
Budget Approval Flow
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Employee Timesheet Flow
HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.
COVID-19 Screening Questionnaire Flow
The COVID-19 Screening Questionnaire Flow is used to streamline data collection and help HR teams and supervisors to take proactive steps towards preventing the spread of the coronavirus in the workplace.
Install the Invoke Salesforce Process on Documents Opening to automate your document workflows
Automate repetitious tasks with no code
Export Custom Values to Microsoft 365 Excel Bot Export Custom Values to Formstack Documents Bot Export Custom Values to Smartsheet Bot Export Custom Values to Airtable Bot Export Custom Values to MySQL Bot Create MS Dynamics 365 Records Bot Wiser Solutions Bot Dataweave Bot Webgility Bot Sellbrite Bot Multiorders Bot CrazyLister Bot