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Invoke Salesforce Process on Documents Completion Bot

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Invoke Salesforce Process on Documents Completion Bot

Invoke Salesforce Process on Documents Completion Bot

Name: Invoke Salesforce Process on Documents Completion Bot | airSlate
Brand: airSlate
Rating: 4.2 (47 reviews)

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.

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

4.2 out of 5

(47 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.

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.

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.

Try pre-built workflows to experience the Invoke Salesforce Process on Documents Completion Bot in action

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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.

What is Invocable process in Salesforce?

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.

How do I create an Invocable process in Salesforce?

How does process builder work in Salesforce?

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.

What is difference between process builder and workflow in Salesforce?

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.

How do I use process builder?

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.

Can we edit process builder in Salesforce?

When should I use workflow and process builder?

Can we call one process builder from another process builder?

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.

Other Bots often used with the Invoke Salesforce Process on Documents Completion Bot

Create Salesforce Records

Export to Salesforce Bot

Pre-fill from Salesforce Records

Make Calculations in Documents

Lock Documents Editing Bot

Remind Recipients to Complete Documents 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.