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Notify Salesforce Contacts on Documents Completion Bot

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 Completion on Documents Completion 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 35 Templates
  • Used in 48 Workspaces
  • Installed 279 times in the last 30 days
  • 100% success rate
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4.3 out of 5
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Get your automated workflows up and running in minutes with the Notify Salesforce Contacts on Documents Completion Bot. No coding required.

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.
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 Completion Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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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 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.