What the Bot does
The Bot transfers files attached to a Salesforce record into your airSlate workflow.
When to use
Install and configure the Bot to make CVs, invoices, bills, or any other Salesforce attachments part of your airSlate document workflows.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 75 Templates
- Used in 38 Workspaces
- Installed 312 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Pre-fill Salesforce Record Attachments. No coding required.
You can move the placeholder just like any other document in your Flow
Connect Bot settings
When configuring documents for your airSlate Flow, add a document placeholder to the list. Then, add the Bot, connect to your Salesforce account, and select the placeholder that will include your Salesforce documents or files.
Note: To install and configure Bots, start by creating a workflow.
Get your Salesforce documents added to your workflow
Once the Bot is configured, start a workflow directly from your Salesforce record and select the files attached to that record. These files will be added to the list of documents in a Flow for recipients to review, edit, and sign.
Try pre-built workflows to experience the Pre-fill Salesforce Record Attachments in action
Vehicle Application Flow Template
The Vehicle Application Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Sample Invoice Flow Template
The Sample Invoice Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Brochure Order Flow Template
The Brochure Order Flow Template is used by sales departments to automate contract management processes and speed up customer data collection.
Install the Pre-fill Salesforce Record Attachments to automate your document workflows
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