Trigger Automated Contract Workflows from within Salesforce

No more need to create every new contract workflow from scratch. Discover a simple way to trigger automated contract workflow creation in your Salesforce account. Delegate your working hours to customers instead of documents with automated contract management.
Trigger Automated Contract Workflows from within Salesforce
About airSlate
Transcript

airSlate is everything you need to create, integrate, and automate your document workflows.

  • A single holistic platform ‒ no need to integrate multiple services or platforms
  • No‑code configuration and deployment decreases time to value by 10x
  • Natively integrates with hundreds of cloud services using no‑code Bots

Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.

What does it take to pull together all the tools and solutions you need for running workflows in Salesforce?

Switching between multiple apps and paying for expensive integrations only complicates your Salesforce operations.

airSlate transforms the most cumbersome routine tasks into fully-automated workflows without extra hassle or having to adopt several solutions at once.

airSlate no-code automation allows you to save time creating custom document workflows for contracts, price lists, business proposals, and quotes, making critical operations in Salesforce fast and seamless.

Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.

Deliver maximum value to your Salesforce organization by using the Custom button functionality. Automatically generate contracts, reports, sales orders, or invoices with data taken from Salesforce records.

Custom button is a built-in Salesforce functionality that allows users to integrate Salesforce data with external URLs, applications, and other systems they use in a single click.

To create a custom button. follow the steps below:

• Log in to your Salesforce organization and find your way to the App Launcher. Then, proceed to the airSlate Admin Tools, select the Custom Buttons tab on the left, and click Create Button.

• Name your button and click Next to Action Settings. In the Action Settings tab, select the action you need.

• Then, select the Custom Button Mode and click Next to Layouts and Lists or switch to the Layouts and Lists tab.

• Use the quick find to search for layouts and lists. Select whether to view the lists, the layouts, or both in the Show Layouts and lists dropdown. Once done, click Finish.

That’s it! The button will be automatically created and added to your Salesforce object(s) or List Views. Proceed to the Salesforce records to start using it with your airSlate Flow.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.

Then, set up your specific Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website. After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.

Ready to save time and money? Then you need to click the link in the description and start your free 30-day trial of airSlate!

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Introducing Trigger Automated Contract Workflows from within Salesforce

Welcome to airSlate Academy! We are thrilled to present to you our comprehensive guide on triggering automated contract workflows directly from within Salesforce.

In the fast-paced business world, time is of the essence. That's why it's crucial to streamline your contract management processes and eliminate manual efforts. With our cutting-edge solution, you can seamlessly automate contract workflows, empowering your organization to achieve higher efficiency and productivity levels.

By integrating airSlate with your Salesforce platform, you gain access to a world of automation possibilities. Say goodbye to time-consuming, repetitive tasks and say hello to a simplified and accelerated contract lifecycle. Triggering automated workflows means that contracts can effortlessly flow through multiple stages, enabling you to save valuable resources and concentrate on more critical tasks.

Our intuitive software provides a user-friendly interface that makes it simple for anyone to create custom workflows without the need for coding expertise. Whether it's sending contract requests for review, obtaining electronic signatures, or scheduling follow-up reminders, you can effortlessly configure your workflows to meet your specific business needs. Within minutes, you'll be well on your way to transforming your contract management processes.

Furthermore, airSlate offers seamless integration with Salesforce, ensuring that your workflows are synced with your existing CRM platform. This integration eliminates the need for manual data entry, as information seamlessly flows between Salesforce and airSlate. This not only minimizes the risk of error but also ensures that your team has access to accurate and up-to-date contract data.

From a search engine optimization standpoint, rest assured that our content adheres to the best practices. We strive to assist you in finding the exact information you need without any hassle. Our page description is designed to be informative, engaging, and tailored to your search intent.

At airSlate Academy, we value the importance of human connection. Our goal is to help you navigate the complexities of triggering automated contract workflows within Salesforce while providing information that is relatable, easy to understand, and comprehensive.

So, why wait? Take control of your contract management processes and unlock unparalleled efficiency today. Join us at airSlate Academy and revolutionize the way your organization handles contracts within Salesforce.

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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To access the video instructions on how to Trigger Automated Contract Workflows from within Salesforce, you can visit the airSlate Academy website. There, you will find a collection of free videos that demonstrate the process step by step. These videos showcase the seamless integration between airSlate and Salesforce, empowering you to automate your contract workflows effortlessly.

Yes, transcripts are available for the video instructions. By clicking on the video, you can access a comprehensive transcript that accompanies the visual demonstration. This allows you to easily follow along and refer back to specific steps or information as needed. The transcripts provide an additional layer of support for a more comprehensive learning experience.

The video instructions on how to Trigger Automated Contract Workflows from within Salesforce are designed to be concise and efficient, ranging from 40 seconds to 1 minute in length. Within this short timeframe, you will receive clear guidance on how to utilize the powerful automation capabilities airSlate offers within the Salesforce environment. These succinct videos ensure that your learning experience is focused and efficient.

No, you do not need an airSlate account specifically to Trigger Automated Contract Workflows from within Salesforce. However, having an airSlate account can enhance your overall experience and unlock even more advanced features and capabilities. By creating an account, you can harness the full potential of airSlate's automation tools, providing you with a seamless and streamlined workflow within Salesforce.

Triggering Automated Contract Workflows from within Salesforce is remarkably easy. Through the airSlate Academy's video instructions, you will receive a step-by-step walkthrough that simplifies the process. By following these instructions, you can seamlessly integrate airSlate into your Salesforce environment, allowing for automated contract workflows that save time and increase efficiency. Empower yourself with the tools and knowledge to effortlessly trigger these automated workflows within Salesforce.