Use a single workflow solution instead of five different ones
airSlate features everything you would ever need to run your perfect
Salesforce workflow in a single Appexchange application
Forms and Surveys
Try powerful yet easy and fast to configure robotic process automation
Use no-code airSlate Bots to make your Salesforce workflows fully automated. Some examples of routine tasks that can be automated with airSlate for Salesforce:Learn more
- Conditional routing of documents between CRM contacts, internal and external recipients
- Generating actionable documents pre-filled with Salesforce data
- Creating new records based on data entered into a document’s fillable fields
- Updating existing records based on data entered into a document’s fillable fields
- Saving documents to Salesforce attachments or external storages
- Changing the status of Salesforce records and triggering actions in Salesforce based on the actionable data in the documents
- Sending batches of documents with a single click of a button
- Generating batches of documents on a set schedule
See it in action
Watch how to easily automate workflows in your Salesforce
account using no-code airSlate Bots
What if you could make this kind of workflow configurable in minutes?
- 01An insurance agent receives a claim from a customer and sends over a Claim form that has been
pre-filledwith that client’s Salesforce data.
- 02Once completed by the client, the form is automatically sent back to the agent’s manager.
- 03Once the manager has approved the form, a receipt is automatically generated using the airSlate document generator and sent to the customer.
- 04Part of the Claim form’s information is used to automatically update the сustomer’s Salesforce record. The Claim information is then transmitted separately to the company’s internal record management system.
- 05Both the customer and the agent receive instant email notifications confirming the claim’s approval. An airSlate Bot then sends the payment to the customer’s bank account.
Automate your business processes right now! Install airSlate integration from the AppExchange.
Start automating in minutes by adding Salesforce Bots to any of your airSlate Flows.
Create Salesforce Record Bot Create Salesforce records from completed Slate Invoke Salesforce Process Bot Start Salesforce process after Slate is completed Export to Salesforce Bot Upload Slates to the record inside Salesforce Pre-fill from Salesforce Record Bot Pre-fill Slate from Salesforce record Send a Slate to Salesforce Contact Bot Grant Slate editing access to a Salesforce contact Update Salesforce Record Bot Update Salesforce records from completed Slate Pre-fill from Salesforce Records with SOQL Bot Pre-fill from Salesforce Records with SOQL Bot Notify Salesforce Contacts - Post-finish Bot The Notify Salesforce Contacts Postfinish Bot sends email notifications to Salesforce contacts when Slate documents have been completed. Update Salesforce Records via SOQL The Update Salesforce Records via SOQL Bot searches for Salesforce records based on your SOQL query and updates these records with data from completed Slate documents.