Expedite Referral turnover using Flow template

The Referral Flow Template is used by marketing departments to automate the process of collecting feedback and optimizing research for improving their company’s marketing initiatives.

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Enjoy the Benefits of Automation With the End-To-End Workflows

With the help of the Referral Flow Template, marketers can easily publish a survey on the web and automatically update their data sources with the collected information. They can then instantly organize that information in specific systems for further analysis and strategy planning.

Check out how easy the process is:

  1. Customize your template with a powerful editor to make it look just the way you need.
  2. Assign roles for each member of the Template and set access permissions.
  3. Set conditions for the no-code Bots that will complete the manual tasks for you.
  4. Share the Template in a few clicks via email or publish its link on the web.
  5. Instantly update your data sources with new data that is collected.
  6. Collaborate on documents with your team in a single secure workspace.

Accelerate your business growth with the automation platform that saves you hours and allows your team to focus on more essential goals.

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Save an average of 8 hours per week with an automated Referral workflow

Spend an average of 10 minutes to complete a Referral document

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No-code automation, integrations, configuration and distribution of Referral

  • Add additional fillable fields to Referral

    Workflow document feature example Workflow document feature example
  • Embed fillable Referral in your website or distribute it via a public link

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  • Collect payments for Referral

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  • Authenticate recipients for Referral

    Workflow document feature example Workflow document feature example
  • Request attachments for Referral from recipients

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  • Integrate Referral with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Referral

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

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.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

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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 each out to us.
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The traditional way to Referral is hiring programmers and coding integrations with existing or building brand new programs. However, there is a faster way to handle this task. It’s using airSlate. Our modern solution enables you to create an automated workflow in less than half an hour without a single line of code. All you need is to understand the order in which actions must be completed and finish a quick tour around the service to understand basic work principles.

In general, there are three main steps required to create a Template and Referral : uploading or creating documents that will be processed, assigning Roles for involved people, and configuring Bots. Our user-friendly interface will lead you through all needed steps, and the Template will be ready in just 15 minutes.

You can become this specialist for free. Enroll in the airSlate Academy courses to learn more about workflow automation, conditional logic, and advanced use of available tools. In other words, you'll get valuable knowledge on how to Referral and much more. Additionally, you can tell your colleagues to complete courses and grow workflow automation specialists for yourself without spending extra costs.

There is no need to install any additional software to Referral with airSlate. All the manipulations can be made right in your preferred browser. Open the website, log in to the account (or create a new one), and you're ready to automate processes as you want.

Today, there are more than 60 Bots in the system, and this list is constantly expanding. When you use airSlate, you have all the necessary tools to Referral and integrate it with numerous external platforms like cloud storage services, CRM systems, databases, and so on.

We do everything possible to protect each piece of your data. We encrypt your information, don't store your payment details, and maintain the service according to the most important global security regulations so that you can Referral with no worries.

Automating monotonous workflows is always a smart decision. airSlate enables you to Referral and avoid the routine that only wastes your effort. However, this monotony will transform into an efficient process that requires no time and effort with our service.

Yes, it's possible. You can pre-fill documents using the information stored in spreadsheets or export information to them. On the step of adding and configuring software robots that Referral , select the Bot that suits your needs and indicate conditions when it should activate. After that, if these conditions are met, the Bot will do the work for you.

When you utilize airSlate, you don't need to use Postman. Our service is a no-code solution that enables anyone to Referral without coding. You just need to upload or generate documents, assign Roles, and set up Bots that will complete particular actions according to pre-defined rules. Consequently, if you want to save time and costs spent on developers, consider trying airSlate. There is a high possibility that you don't need IT specialists to build automated workflows.

Track your time spent handling document management processes. If you feel that you start spending too much effort on dealing with paper mountains, Referral immediately! airSlate assists you in building your best automated workflow with specialized software robots that can operate 24/7.