Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Invoke Salesforce Process on Documents Opening does
The Bot transfers data from Salesforce records to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Invoke Salesforce Process on Documents Opening
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Salesforce records.
Export Custom Values to Invoke Salesforce Process on Documents Opening
Get your automated workflows up and running in minutes. No coding required.
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 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
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
Employee Timesheet
HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.
Learn more
COVID-19 Screening Questionnaire
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.
Learn more
Leave of Absence Request
The Leave of Absence Form Flow is used by the staff of educational institutions to automate the process of collecting forms and approve leave for students as soon as possible.
Learn more
Other Bots often used with the Invoke Salesforce Process on Documents Opening
Automate repetitious tasks with no code
Utilize Invoke Salesforce Process on Documents Opening Bot
Begin a new Flow and transfer samples or generate templates right on the platform to activate the Bots option. Find and choose an appropriate software robot from the list.
Configure it
Open up the Bot adjustment menu. Fill out all the required fields to modify general and advanced settings. Consider determining activation conditions to prevent false activations (you can include several conditions).
Investigate how it operates
Execute the workflow and discover the results. Ensure that the software robots work properly. If something doesn’t work, look into the Bots log to fix the mistakes and execute your Flow again.
