Automate document workflows in Salesforce with the no-code airSlate integration
Create custom workflows featuring document generation, e-signatures, contract negotiation, and more. Launch business processes from your Salesforce account to enjoy an easy and seamless, single point of control.
What if you could deploy document workflows of any scale in minutes?
Configure data-driven workflows for your industry and business case, regardless of their complexity.
Host fillable contact forms on your company’s website and automatically generate new leads with the data you collect.
Speed up the hiring process with fillable job applications. Streamline applicant data collection and export it to Salesforce.
Improve the employee onboarding process with fillable documents and automatic data exports to Salesforce.
Patient Intake Forms
Quickly collect patient data by adding fillable fields to intake forms and use that data to automatically update Salesforce records.
Instantly send out invoices for client signatures while streamlining your shipping processes.
Send your sales agreement for signing on any mobile or desktop device to close deals faster and increase conversions.
See it in action
Watch how to easily automate your Salesforce document workflows using the no-code airSlate integration.
Enjoy fast and easy-to-configure workflow automation
Build end-to-end, multi-step workflows inside Salesforce to automate document creation, routing, approvals, storage, and notifications.Contact us
- Generate actionable PDF, HTML, Spreadsheets, and DOCX documents pre-filled with Salesforce data.
- Easily populate documents with data from your standard and custom records, parent relations, related lists, or even indirectly related records.
- Establish conditional routing for documents between CRM contacts, and internal and external recipients.
- Create new or update existing records based on data entered into a document’s fillable fields.
- Save e-signed documents to Salesforce attachments or external services.
- Change the status of Salesforce records and trigger actions in Salesforce based on actionable data in the documents.
- Generate batches of documents on a set schedule and send them out with a single click of a button.
- Sync Salesforce data with NetSuite, Microsoft Dynamics 365, and other systems of record.
Start automating your document workflows today!Contact us
Read the step-by-step guide for more detailed insights
This guide will take you through the process of installing, configuring, and using the airSlate application for your Salesforce account.Read Guide
Start automating in minutes by adding Salesforce Bots to any of your airSlate Templates
Automate your workflows with ready-to-use Bots that update existing and create new Salesforce records, extract data, and save completed documents.
Invoke Salesforce Process on Documents Completion Bot
Start a Salesforce process after documents completion
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
No-code business automation
- Workflow automation
- Built-in e-signature
- Document generation
- Online PDF editor
- Web form builder
- CRMs integrations
- Audit trail for all modules
- Contact management
- Contract negotiation
- A single holistic platform ‒ no need to integrate multiple services or platforms
- No-code configuration and deployment decreases time to value by 10x
- Natively connects to hundreds of cloud services using no-code Bots
Our customers are talking
From individual users to teams of thousands — see how customers are using airSlate to create, integrate, and automate entire document workflows quickly and effortlessly.Read more customer stories
“The flexibility of airSlate allowed us to design a workflow that works for us. The automation built into airSlate helped us remove many manual steps in our old process.“
“What we’re able to do with these fillable forms by pdfFiller is to standardize so that we have a method of organizing information and making sure that we get all the necessary information upfront.“
“airSlate has been a great addition to our business! It integrates well with SalesForce allowing our team to seamlessly get custom documents ready for signatures within our SalesForce record!“
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