Send a Slate to Salesforce Contact Bot

The Send a Slate to Salesforce Contact Bot emails Slate documents to specific Salesforce contacts when certain conditions are met.

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  • Used in 78 Flows
  • Used in 26 Workspaces
  • Installed 571 times in the last 30 days
  • 100% success rate

The Send a Slate to Salesforce Contact Bot emails Slate documents to specific Salesforce contacts when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Send a Slate to Salesforce Contact Bot when you need to automate the process of sending out Slate documents to specific people in Salesforce. For example, the Bot can be used to automatically send sales quotes to your clients from a Salesforce contact list.
What the Bot does Sends an email with the link to a Slate document to the Salesforce contact of your choosing.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, the Salesforce contact will receive an email with a link to the Slate document for signing and completion.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed
  • When a date is equal to a specific month or day of the week

Requirements

To install the Send a Slate to Salesforce Contact Bot, begin by setting up a Flow

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Install the Send a Slate to Salesforce Contact Bot to automate workflows

Send a Slate to Salesforce Contact Bot

Using separate platforms and systems for different task types causes lack of automation and brings numerous inconveniences. Data processing in such conditions becomes a slow, tiresome, and sometimes incorrect procedure. This problem can be easily solved by airSlate, where everything is under one roof and no Salesforce contact can be lost.

Users are often afraid of adapting new technology and trends, and feel especially insecure when it comes to transferring their previously collected data. With our ultimate solution, you don’t need to transfer anything. Just connect your CRM system to airSlate and get great value out of its benefits. From now on, you will be able to send fillable forms to the Salesforce contact of your choice, including confidential information, such as bank account numbers or even contracts and agreements.

Good customer relationship management can increase customer retention by 27%. Imagine what you will be capable of when you can find all the tools you need within one platform:

  • Upload and create document templates online
  • Integrate with the most important cloud services like Google Drive, Dropbox, Office 365, etc.
  • Enable robotic assistants (bots) that do the work instead of you or your employees

Send Slate data to the corresponding Salesforce contact directly from your website.

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