Make builder from Salesforce

Streamline projects and processes, eliminate routine tasks, and connect to multiple cloud apps using airSlate’s no-code Bots. Automate any part of your document workflow; Make Builder From Salesforce.
Get started for free
Make Builder From Salesforce Make Builder From Salesforce Circle illustration Circle illustration
Discover the ‘Make Builder From Salesforce’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
Feature image
Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Make Builder From Salesforce-related workflow with multiple systems of record.
Feature image
Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Make Builder From Salesforce – Negotiate in real-time and sign contracts faster.
Feature image

Automate any part of your document workflow

Eliminate routine tasks, streamline processes, and connect to multiple cloud apps using airSlate’s no-code Bots.
Get started for free

Watch API airSlate contract construction and ‘Make Builder From Salesforce’ feature in action

Learn how easy it is to configure robotic process automation with airSlate's no-code Bots.
Left hand illustration Right hand illustration

Powerful make builder from Salesforce

Learn why airSlate’s make builder from Salesforce beats the competition
airSlate
Automation Anywhere
BluePrism
Microsoft Power Automate
Automate repetitive tasks
Scheduling tasks
No-code bot configuration
No-code bot orchestration
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
No-code automation bots
No-code integration bots
No-code archive bots
Custom bots
Batch processing
Real-time data routing
No-code conditional routing
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Natively multi-cloud
Onboarding
Workflow library
Embedded workflows
Task assignment
File sharing with teammates
Bulk send
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
Signing order
Certificate of completion
In person signing
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Document generation
Spreadsheet creation
Document types
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
Show less
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
Learn more
Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
Learn more
Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
Learn more
Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
Learn more
Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
Learn more
Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
Learn more
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
Learn more
Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
Learn more
Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
Learn more

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Make Builder From Salesforce’ feature.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
Learn more
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
Learn more
Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
Learn more
Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
Learn more
Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
Learn more
Document generation illustration

Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

Join airSlate Academy
Workflow industries illustration

Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

See all industries

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
Get started for free
soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Get started for free
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

airSlate improves the way you make builder from Salesforce

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours to make builder from Salesforce anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to make builder from Salesforce:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you want to collect the information you need for you to make builder from Salesforce or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Make Builder From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Import automated with ESRA Compliance
Automate and customize any practice while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Manage your processes in the smart way. Blend Esignature with a...
Learn more
Import automated with GDPR Compliance
Set up more efficient and automated workflows for your team. airSlate’s method to data collaboration streamlines how information templates all over an organization. String Esignature with no need to...
Learn more
Import automated with HIPAA Compliance
Automate and modify any practice while collaborating in teams: workflows, e-mail interactions, notifications, approvals, and more. Manage your processes in the simple way. Build Electronic Signature w...
Learn more
Import automated with ISO 27001:2013 Compliance
Boost the way your team works on documents of all categories with airSlate. Remove monotonous steps and Order Electronic Signature without the human factor. Add code-free automation to your working pr...
Learn more
Import automated with legal Compliance
Set up and automate any business process and enhance your team’s efficiency with airSlate. Make Esignature with a no-code system. Develop, work together, and coordinate all your work in one place.....
Learn more
Import automated with PCA Compliance
airSlate combines no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation system. Try revolutionary Bots to Pool Electronic Signa...
Learn more
Import automated with PCI Compliance
Establish more effective and automated workflows for your team. airSlate’s method of data collaboration streamlines how data templates throughout an organization. Mesh Esignature without having to c...
Learn more
Import automated with PCI DSS Compliance
Manage and automate linked workflows with the only no-code business automation system, airSlate. Try its impressive Bots to Link Esignature. Modify your working processes in a method that assures more...
Learn more
Import automated with PKI Compliance
Automate manual tasks, track improvement, and work together better in teams. Use no-code Bots to Tailor Electronic Signature. Centralize and control your entire operation using the only no-code automa...
Learn more
Strengthen cloud from intelledox
Control your business with secure, adaptable processes that scale according to your needs with an easy to deploy, no-code automation system. Pool Business Visualization with airSlate. Obtain the most ...
Learn more

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 each out to us.
Need help?
Contact Support

Searches related to Make Builder From Salesforce

Robotic Process Automation Send a Template with Roles Bot Send a Template to Salesforce Contact Bot Slack Notification Bot Pre-fill from another Template Bot airSlate Automation Bots Integration Bots Payments Surveys Drag-and-drop Template creator Electronic Signature automated workflow software

We’ve got the answers to your questions

How does automation help in a make builder from Salesforce?

Automation in a make builder from Salesforce helps streamline processes, increase efficiency, and reduce errors. By automating repetitive tasks like data entry and document creation, builders can focus more on innovation and customer satisfaction. Additionally, automation ensures consistency in workflows and saves valuable time that can be invested in strategic decision-making. With airSlate document automation platform, builders can optimize their workflows further and achieve even greater levels of productivity.

What is the best solution to automate a make builder from Salesforce?

The best solution to automate a make builder from Salesforce is to utilize a robust document automation platform like airSlate. By integrating airSlate with Salesforce, you can streamline the make building process, increase efficiency, and reduce manual errors. With airSlate's easy-to-use interface and powerful automation tools, your organization can create, customize, and send makes with just a few clicks, saving time and resources while ensuring accuracy and consistency. Choose airSlate to revolutionize your document workflow and take your make building process to the next level.

How can you automate a make builder from Salesforce with airSlate?

To automate a make builder from Salesforce with airSlate, you can set up a workflow in airSlate that integrates with Salesforce. With airSlate's powerful automation tools, you can easily identify the triggers in Salesforce that will initiate the make builder process. By mapping out the necessary steps and using airSlate's conditional logic, you can streamline the entire process and eliminate manual tasks. With airSlate, you can ensure that your make builder is generated accurately and efficiently every time, saving time and increasing productivity.

What are the pros of an automated make builder from Salesforce?

One of the pros of using an automated make builder from Salesforce is the time-saving aspect. By automating repetitive tasks, you can free up more time to focus on other important projects. Additionally, automation can help reduce errors and ensure consistency in your processes. Lastly, with an automated make builder, you can improve overall efficiency and productivity within your organization. By utilizing airSlate document automation platform as a solution, your organization can streamline its document creation process, eliminating bottlenecks and enhancing collaboration among team members. Through automation, you can standardize workflows, reduce manual errors, and increase the speed at which documents are generated. This can ultimately lead to improved customer satisfaction and a more efficient operation.