cells-left cells-left

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.
Try automation, it’s free!
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
Star Rating
4.8 out of 5
(25 votes)
You’ve already rated this bot

Get your automated workflows up and running in minutes with the Invoke Salesforce Process on Documents Completion Bot. No coding required.

picture-1
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.
picture-1
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.
picture-2-part-1 picture-2-part-2
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.
Show more
texture 1 texture 2 texture 3

Install the Invoke Salesforce Process on Documents Completion Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
Learning illustration

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.

Nest Processes in the Process Builder. Invocable processes let you modularize sections of your processes and add more logic to them. An invocable process is process that starts when another process invokes it. Whether a process is invocable or not is controlled by The process starts when in the process's properties.

Enter a name for this action. ... Select an invocable process. ... Select your process variable.

Salesforce process builder is a powerful tool you can use to automate business processes. It has a simple interface that allows you to point and click to select objects and fields while setting up immediate and time-based actions. A Process builder allows you to do more than a simple workflow would.

For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. ... Also, Process Builder finally gives admins the ability to set the exact order of operations, whereas with Workflow we had no control.

Create a record of any object type. Update any related record\u2014not just the record or its parent. Use a quick action to create a record, update a record, or log a call. Invoke a process from another process. Launch a flow\u2014you can't schedule this action with workflow. Send an email.

After you activate a process, you can no longer edit that process. However, you can click Clone to save the process as a new inactive process.

0:14 5:26 Suggested clip Process Builder vs Workflow Rules | Difference between Workflows ...YouTubeStart of suggested clipEnd of suggested clip Process Builder vs Workflow Rules | Difference between Workflows ...

If your use case requires that a particular Process Builder gets executed before another one then you will need to control the sequence yourself. One option is to redo all Process Builders for a single object as invocable Process Builders and then call them in order from a controlling Process Builder.

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.
Illustration for How to Guide section