Notify Salesforce Contacts - Post-finish Bot

The Notify Salesforce Contacts Postfinish Bot sends email notifications to Salesforce contacts when Slate documents have been completed.

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  • Used in 35 Flows
  • Used in 48 Workspaces
  • Installed 279 times in the last 30 days
  • 100% success rate

The Notify Salesforce Contacts Postfinish Bot sends email notifications to Salesforce contacts when Slate documents have been completed.

Try automation, it’s free!

App Info

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

How to set it up

Step 1
Start by configuring the Flow: add documents or forms, create roles and set access permissions before adding the Notify Salesforce Contacts Postfinish Bot
Step 2
Connect your Salesforce account
Step 3
Select a Salesforce object from the list
Step 4
Select related objects
Step 5
Add search fields to find the Salesforce record you need
Step 6
Select Salesforce contact emails to send notifications to
Step 7
Select documents to be attached to the email
Step 8
Customize an email message
Step 9
Set conditions for when email notifications will be automatically sent to the specified Salesforce contacts
Note: The condition displayed indicates that the Bot will be triggered once the specified signature field in the Slate document has been signed.
Step 10
Send a Slate with role-based access permissions

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 completed.

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 - Post-finish Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!
Mark Mc Nichol
in at the deep end/IATDE
...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.
Brian Del Terzo
Your Credit Life
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Install the Notify Salesforce Contacts - Post-finish Bot to automate workflows

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Configure a Bot to enable email notifications for forms completion

To stay ahead of the pack, businesses are putting all their eggs into one basket and investing into workflow automation software. Automation ensures smooth sailing while your competitors continue wasting time on manual and routine tasks.

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 Slate 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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