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Notify Salesforce Contacts on Documents Opening

Accelerate business processes and simplify team collaboration. Avoid issues with document review and signing delays while keeping everyone in the loop by automatically sending out emails to Salesforce contacts with the Notify Salesforce Contacts on Documents Opening Bot.
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What the Bot 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
Install and configure the Bot to automatically send out notifications to Salesforce contacts about important events that occur in your documents.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 32 Templates
  • Used in 52 Workspaces
  • Installed 217 times in the last 30 days
  • 100% success rate
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4.8 out of 5
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Get your automated workflows up and running in minutes with the Notify Salesforce Contacts on Documents Opening. No coding required.

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Provide a fully personalized experience using data variables
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.
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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. For example, tell the Bot to send notifications at a particular date and time.
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View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Notify Salesforce Contacts on Documents Opening
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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