Okay secure from workato

Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, alternative automation program. Personalize and automate processes and wipe out mundane steps that can be completed by Bots. Link together Mobile Forms with airSlate.
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Effortlessly Link together Mobile Forms and automate your document-based processes. Discover an entirely new approach to work where you and your team can spend more time on strategic initiatives.
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Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your workflow with multiple systems of record for data transfer.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding e-signature. Link together Mobile Forms to close more deals in less time and with less hassle.
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Create fully automated web form workflows on one platform

Streamline the process of collecting client information and processing data using customizable no-code web forms.
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Watch airSlate okay secure from workatos in action

Create web forms and share them with customers to capture information with ease.
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Powerful okay secure from workato solution

Learn why the airSlate okay secure from workatos solution beats the competition
airSlate
JotForm
Wufoo
Formstack
No-code Web form creation
Mobile responsive forms
In-person fillable forms
Form preview
Form archiving
Embedded forms
Drag & drop interface
Undo / Redo
Custom themes and design
Adding fillable fields to PDF files
Field validation
Field size
Standard fields
Template fields
Formula field
Multifunctional table field
HTML code field
Required fields
Conditional fields
Actionable fields
Branching
Recipient attachments
Accept payments
Custom welcome form
In Editor comments
PDF editing
PDF annotations
Redlining documents
eSignature
Certificate of completion
Signing order
Role based document access
Role based field access
Bulk send
Redirect to external link
No-code reminders and notifications
Custom email notifications
Expiration for process
Advanced recipient authentication
File sharing with teammates
Distribute via QR code
Print to PDF
Workflow library
Advanced multi-cloud document generation
Document import
Document storage
Address book
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
No-code conditional routing
Multi-cloud workflow automation
Robotic process automation
No-code automation bots
No-code integration bots
No-code archive bots
Pre-fill forms with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from forms to CRM, GSuite, Office 365 via no-code integrations
Custom branding
SSO
Teams
User management
User permissions
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom charts and reporting
Mobile application
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Choose a better solution

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

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Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow automation platform.
Workflow features examples
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.
 Workflow features examples
Document Generation
The most powerful document generation engine with text tags, fillable fields, eSignature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
 Workflow features examples
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.
 Workflow features examples
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.
 Workflow features examples
Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in eSigning
Use airSlate’s enterprise-grade eSignature to set up any multi-signature role-based workflow.
 Workflow features examples
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
 Workflow features examples
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.
 Workflow features examples
Аdvanced 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.

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.
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....
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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....
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Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
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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....
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Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
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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....
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Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
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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....
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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....
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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
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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.
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SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
FERPA
Protects the privacy of student records maintained by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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Choose a better solution

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

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airSlate improves the way you okay secure from workato

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 okay secure from workato 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 okay secure from workato:
  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 okay secure from workato 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

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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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The most challenging task about automating workflows with airSlate is understanding your own processes and how to improve them. okay secure from workato. Once you know what needs fixing in your workflow, airSlate automation, with its user-friendly interface, useful tips, and Academy, will help you Link together Mobile Forms to improve your organization’s overall efficiency.

airSlate automation doesn’t require human time or effort to Link together Mobile Forms. okay secure from workato. If it’s set up correctly, the workflow software shouldn’t make any mistakes or create errors. If that’s the case, it’s because of the human factor some steps before the automation started. Integrate with the CRM/ERP systems you already use and love like Salesforce, Netsuite, MS Template, MS Dynamics 365, and many more.

Use a powerful workflow automation platform like airSlate to Link together Mobile Forms automatically. You can optimize any business process by setting up the respective Bots. Create, integrate, and automate workflows with an easy-to-use solution.

It depends on the number of documents that need to be processed and the number of responsible people in each workflow. okay secure from workato. Basic processes that Link together Mobile Forms for small employee groups or companies can be easily set up in less than 15-20 minutes.

Workflow automation simply allows you to automate repetitive tasks that you may currently be handling manually. okay secure from workato. airSlate’s innovative Bots are triggered by specific events like field entries or even the passing of time. Help Link together Mobile Forms without errors.

Choose a robust and reliable automation workflow software like airSlate to streamline your document workflows. Ready-to-use Bots ensure seamless document pre/post filling, archiving, reminding, notifying, data-routing, etc. Link together Mobile Forms with airSlate and empower your business for growth.

Just about every job includes monotonous tasks that decrease employee motivation and waste time. Try using airSlate as a workflow automation software to Link together Mobile Forms and you'll feel the difference. Once set up, your processes will work faster without any human interaction. The only thing you'll need to do is monitor your progress and make improvements. But even that’s easy with the built-in Audit trail.

Use airSlate. okay secure from workato. It's multi-cloud, web-based, and comes with iOS and Android mobile apps. Link together Mobile Forms from anywhere and enhance your organization’s workflow automation with nothing but an airSlate account and an internet connection.

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