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Invoke Salesforce Process on Documents Completion Bot

Make changes in Salesforce processes without manually entering data. Automatically trigger Salesforce processes by updating a Salesforce record with the Invoke Salesforce Process on Documents Completion Bot.
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What the Bot does
The Bot invokes a Salesforce process and updates data in a Salesforce record based on the ‘if-this-then-that' conditions you’ve set.
When to use
Install and configure the Bot to automate changes in a Salesforce Process, for example, automatically initiate a change in the deal status of an Opportunities object when a sales quotation is signed.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 49 Templates
  • Used in 16 Workspaces
  • Installed 363 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Invoke Salesforce Process on Documents Completion Bot. No coding required.

Set values and select fields to be updated with these values
Configure Bot settings
First, connect to your Salesforce account. Once connected, select a base object and related object if any. Then, choose what object field will be updated. Select a Salesforce starting record to simplify your object search.
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 a recipient role and tell the Bot to start your Salesforce Process when the recipient under that role opens a document.
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View the Bots log or use tags to check if the Bot ran successfully
Get a Salesforce Process started in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Salesforce Process will be automatically launched.
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Install the Invoke Salesforce Process on Documents Completion Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Invoke Salesforce Process on Documents Completion Bot

Modern businesses are investing in workflow automation tools to drive profits and increase efficiency. This is where airSlate automation Bots come in to do all the routine, repetitive tasks for them. For example, data that used to have to be copied from a document and pasted into another document or pulled from a spreadsheet and transferred into a CRM system manually, can now be automatically transferred to a specific CRM record via the triggering of a new process.

Suppose you need to update a client’s record. Now you can simply go into Salesforce, invoke a process - all within minutes. Using airSlate Bots you can do it in a few clicks. Simply create a workflow, add documents, and your documents have been completed, the Bot will pull out the information from them and update the record you’ve specified in Salesforce and invoke a process, directly from airSlate.

This is how to invoke a process in Salesforce without switching between apps and spending too much time. And it’s just one example of workflows that you can automate. With the help of airSlate Bots you can also:

  • Automatically create and update records in a CRM
  • Send documents to be signed and completed to CRM contacts
  • Export data from a completed doc to a CRM
  • Pre-fill documents with data from a CRM

And the best part, none of these actions require manual work, costly APIs, or coding of any kind.

Speed up repetitious tasks without having to code

Implement Invoke Salesforce Process on Documents Completion Bot

Begin a new Flow and import forms or create documents right on the platform to activate the Bots option. Find an appropriate Bot from the list.

Set it up

Open up the Bot configuration menu. Complete all the required fields to modify general and advanced settings. Don’t forget about indicating activation circumstances in order to avoid false activations (you can include a few circumstances).

Figure out the way it works

Execute the workflow and discover the outcomes. Make sure the software robots work appropriately. If something goes wrong, look into the Bots log to correct the errors and run your Flow once again.
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