Notify Salesforce Contacts on Documents Opening

Notify Salesforce Contacts on Documents Opening

Speed up business operations and streamline team cooperation. Prevent problems related to document review and signing holdups while ensuring everyone stays informed by automatically dispatching emails to Salesforce contacts using the Notify Salesforce Contacts on Documents Opening Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Notify Salesforce Contacts on Documents Opening does
The Bot sends an email to Salesforce contacts when a Flow is opened based on the ‘if-this-then-that’ conditions you set.
When to use the Notify Salesforce Contacts on Documents Opening
Install and configure the Bot to automatically send out notifications to Salesforce contacts about important events that occur in your documents.
Export Custom Values to Notify Salesforce Contacts on Documents Opening

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
Connect to your Salesforce account. Once connected, select the recipients you want to notify and customize the message they will receive. Use dynamic data from your documents for improved personalization.
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. For example, tell the Bot to send notifications at a particular date and time.
Get your recipients notified
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, your Salesforce contacts will automatically receive an email when the Flow is opened.
Notify Salesforce Contacts on Documents Opening

Install the Notify Salesforce Contacts on Documents Opening to automate your document workflows

Start for free

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

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 Documents Opening on Flow 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 Documents Opening on Flow 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.

Eliminate repetitious tasks without a single line of code

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Use Notify Salesforce Contacts on Documents Opening
Start a new Flow and transfer forms or create templates right in the system to activate the Bots option. Find a wanted software robot from the list.
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Set it up
Open the Bot configuration. Complete all of the required fields to personalize general and advanced options. Consider indicating activation conditions to protect yourself from false activations (you can include several circumstances).
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Investigate the way it works
Execute the workflow and explore the results. Ensure the software robots work correctly. If something goes wrong, look into the Bots log to correct the mistakes and execute your Flow again.