Get more out of Salesforce with airSlate

Install no-code airSlate Bots for Salesforce to streamline tasks within your document workflows. To customize and expand your Salesforce processes with automation even further, use the designated integration and additional connectors.

Salesforce

Create Salesforce Records

Create Salesforce records using data from completed documents

Invoke Salesforce Process on Documents Completion Bot

Start a Salesforce process after documents completion

Salesforce

Start automated document workflows directly from your Salesforce records.

Pre-fill from Salesforce Records

Pre-fill documents with data from Salesforce records

Update Salesforce Records Bot

Update a Salesforce record using data from a completed document

Pre-fill from Salesforce records with SOQL Bot

Pre-fill documents with data from Salesforce records selected by a SOQL query

Update Salesforce Records via SOQL Bot

Update Salesforce records selected by a SOQL query using data from completed documents

Invoke Salesforce Process on Documents Opening

Start a Salesforce process when a recipient opens the documents

Notify Salesforce Contacts on Documents Opening

Send an email to Salesforce contacts when a recipient opens the documents

Notify Salesforce Contacts on Documents Completion Bot

Send an email to Salesforce contacts when a recipient completes the documents

Pre-fill Salesforce Record Attachments

Pre-fill Salesforce files into document placeholder

Can’t find the right integration?

Contact our support team and they will help you find the integration that suits your workflow.