Legal form Salesforce

Integrate an all-in-one automation platform with your Salesforce system to boost your business. Configure a Flow to automate legal form-related tasks like exporting, pre-filling, and archiving documents in clicks. Combine powerful RPA and professional CRM to minimize costs, eliminate manual data entry, and reduce errors. Get everything you need for a smooth legal form-related workflow in a single platform.

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Use a single, no-code integration instead of five different solutions

airSlate has everything you need to run end-to-end Salesforce workflows in a single application.

Forms and Surveys

Create, configure, and automate dynamic no-code web forms.

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Document Generation

Automate the process of creating agreements, contracts, and reports.

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PDF Editing

Integrate a full-featured PDF editor with your automated processes.

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Contract Management

Generate quotes, contracts, orders, and invoices.

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Electronic Signature

Sign and send documents for signing from your automated workflows.

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See it in action

Watch how to easily automate workflows in your Salesforce account using no-code airSlate Bots.

«Essentially, airSlate is paying for itself with the positive impact it has had on our workflow.»

Allen G. Mutchler, Registrar

Automate your business processes right now!

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Start automating in minutes by adding Salesforce Bots to any of your airSlate Templates

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.

Create Salesforce Records

Export to Salesforce Bot

Pre-fill from Salesforce Records

Update Salesforce Records Bot

Notify Salesforce Contacts on Documents Opening

Notify Salesforce Contacts on Documents Completion Bot

Update Salesforce Records via SOQL Bot

Invoke Salesforce Process on Documents Opening

The simplest way to handle legal form in Salesforce

If you are asking yourself how to eliminate tedious tasks associated with legal form in Salesforce, airSlate is what you need. It was designed to facilitate your experience with the service's features and save you time by delegating repeating tasks to Bots. One of the ways that airSlate's integrations can help you is by taking over routine processes. This can be easily completed by following the instructions below.

Set up the Bot that will help you deal with legal form in Salesforce:

Sign in to airSlate and go to your Workspace.
Open the Bots tab.
Click on Add Bot to view all categories.
Choose Salesforce.
Find the Bot for your legal form in Salesforce workflows.
Install the Bot.
Click on Connect to integrate the Bot with the right account.
Set up the Bot.
Set up execution conditions.
Click on Apply setup to complete the integration process.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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How can I build a legal form using airSlate RPA?

airSlate provides you with Automation and Integration Bots that can cope with any process, including the creation of and the routing of data to and from a legal form. Get started with airSlate to start benefiting from smooth, no-code automation. airSlate Bots are based on a simple algorithm. Connect data from your Salesforce records to the legal form you want to work with to capture information and route data, without the human factor creating errors. Just specify conditions that’ll trigger your Bots.

Should I apply API code to automate my legal form?

If you add airSlate to your Salesforce account, you don’t need to write any code to automate your workflows. Use powerful no-code robotic process automation. Easily create a legal form and optimize your work using the Integration Bots for Salesforce. They’ll automatically transfer the data from the completed form to your CRM records or update the existing ones.

How can I automatically send information from a legal form to my Salesforce contact?

We suggest you try airSlate, a holistic workflow automation software. It allows you to create forms and documents, e-sign them, send email notifications and reminders, and much more by configuring Bots to manage your Slates. If you need to send an automated email with information from a legal form to your contacts, create a Flow and configure the Send a Slate to Salesforce Contact Bot. Connect to Salesforce from airSlate’s main page and add the corresponding contact’s ID to connect it to your workflow. When your Flow conditions are met, your Salesforce contact will receive an email with the completed form attached.

What is Salesforce legal form automation?

It's replacing humans with software that works with your legal form 24/7 according to predefined conditions. When one of the requirements is met, the software automatically transfers data, launches processes, or completes any other tasks you want/need done. With airSlate, anything connected to your legal form starts working more efficiently and conveniently without any human effort.

How does Salesforce integration for legal form automation help with improving business processes?

Automated processes give you back the time previously spent on manual work. By implementing automation into your legal form, you eliminate routine, increase accuracy, and develop better collaboration between employees. Consider using automation in all possible areas, including work with your organization’s legal form to increase efficiency and boost the productivity of your business.

What are the main steps to improving legal form-related tasks in Salesforce?

You need to create an airSlate account and customize your Workspace. Then, select Create Flow, upload any additional documents you need for your organization’s legal form automation, assign roles to the process, and add software robots called Bots. After that, test it out, make sure you've set up everything correctly, and share it with colleagues or customers. Say goodbye to and forget about long, monotonous processes associated with your current legal form-based tasks.