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Notify Salesforce Contacts on Documents Completion Bot

Notify Salesforce Contacts on Documents Completion Bot

Name: Notify Salesforce Contacts on Documents Completion | airSlate
Brand: airSlate
Rating: 4.3 (42 reviews)

Expedite business operations and streamline team cooperation. Prevent problems related to document review and signing delays while ensuring that everyone is informed by automatically dispatching emails to Salesforce contacts using the Notify Salesforce Contacts upon Document Completion Bot.

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Developed by

airSlate Inc.

4,5 out of 5

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Setup duration 5-10 min.

What the Notify Salesforce Contacts on Documents Completion 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 the Notify Salesforce Contacts on Documents Completion Bot

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 Completion Bot

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.

Try pre-built workflows to experience the Notify Salesforce Contacts on Documents Completion Bot in action

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

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Configure a Bot to enable email notifications for forms completion

Automation is achieved via configuring software robots. These microprograms facilitate workflow processes and are grouped by particular functions. By setting up just one microprogram, you’ll achieve significant reductions in cost and human resources. For example, the Notify Salesforce Contact on Flow Completion Bot can facilitate document verification processes.

This microprogram comes in handy when customers are requested to complete a questionnaire initiated by the marketing department. Upon completion, Salesforce sends notification email to contacts with the help of Bots. It can also be used for cooperation with partners in relation to payments and delivery issues.

Learn how your business can benefit from microprogram automation:

Save time and resources
Enhanced flexibility
24/7 functionality
Elimination of human error
Customer satisfaction

Microprograms facilitate document flow, allowing you to focus on customer attraction and retention. Their benefits won’t be contained to particular departments, but your entire company will have a strong backbone for sustained growth. This growth is attainable by employing microprograms, including the Salesforce Auto Notify on Event Bot.

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Implement Notify Salesforce Contacts on Documents Completion Bot

Start creating a new Flow and transfer samples or generate templates right on the platform to initialize the Bots option. Find a needed Bot from the list.

Set it up

Open up the Bot adjustment menu. Fill out all of the required fields to customize general and advanced options. Consider indicating activation conditions to protect yourself from false activations (you can include several circumstances).

Figure out the way it works

Execute the workflow and check the outcomes. Ensure the software robots operate properly. If something doesn’t work, check the Bots log to fix the errors and run your Flow again.