Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Invoke Salesforce Process on Documents Completion 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 the Invoke Salesforce Process on Documents Completion Bot
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.
Export Custom Values to Invoke Salesforce Process on Documents Completion Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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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Invoke Salesforce Process on Documents Completion Bot
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.
Other Bots often used with the Invoke Salesforce Process on Documents Completion Bot
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.