Notify Salesforce Contacts Bot

The Notify Salesforce Contacts Bot sends email notifications to Salesforce contacts once someone has started working on a Slate document.

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  • Used in 32 Flows
  • Used in 52 Workspaces
  • Installed 217 times in the last 30 days
  • 100% success rate

The Notify Salesforce Contacts Bot sends email notifications to Salesforce contacts once someone has started working on a Slate document.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Notify Salesforce Contacts Bot when you need to automate the process of sending email notifications informing your Salesforce contacts that a Slate document has been opened. For example, the Bot can be used to automatically send an email notification to a sales rep once a prospective customer has opened a sales quote.
What the Bot does Sends an email notifying the specified Salesforce contact(s) that Slate document(s) have been opened.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, the specified Salesforce contacts will receive an email notification informing them that a Slate document has been opened.

Commonly used conditions for when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate

Requirements

To install the Notify Salesforce Contacts Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Notify Salesforce Contacts Bot to automate workflows

Receive email notifications for opened forms with the Notify Salesforce Contacts Bot

Workflow automation is the most efficient way of completing tasks with more accurate and consistent results. Technology is indispensable in cases of having to carry out a series of repetitive tasks. Workflow automation provides greater insight into various tasks, enabling you to identify areas for growth as well as raise the levels of productivity.

Nowadays, a certain percentage of businesses hold the opinion that there are tasks which simply must be done by an employee, and that’s that. However, simple tasks such as sending email notifications for workflow updates can undoubtedly be delegated to robots. For instance, the Notify Salesforce Contacts on Slate Opening Bot sends a notification that a document is already open to Salesforce contacts.

The Bot’s installation process only takes a couple of minutes. After having set conditions for a document open notification, you simply type in recipient addressees and create a message for them. The Bot will provide you with relevant updates on the current situation in the sales process.

Automation of business processes has a number of unquestionable benefits, namely:

  • Reduction of operational costs
  • Shorter approval cycles
  • Time saved
  • Elimination of human error
  • Improved quality
  • Clear record of accountability
  • Streamlined communication

Take advantage of automation technologies represented by robots like the Notify Salesforce Contacts on Slate Opening Bot. No more need for time-consuming email distribution in manual mode. Automate your email notification for forms by means of a relevant Bot and increase your business productivity.

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