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airSlate WorkFlow for Salesforce

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.

Get started

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.

Contact Forms

Host fillable contact forms on your company’s website and automatically generate new leads with the data you collect.

Job Applications

Speed up the hiring process with fillable job applications. Streamline applicant data collection and export it to Salesforce.

Employee Onboarding

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.

Commercial Invoices

Instantly send out invoices for client signatures while streamlining your shipping processes.

Sales Agreements

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 WorkFlow 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.

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 in minutes by adding Salesforce Bots to any of your WorkFlow Templates

Automate your workflows with ready-to-use Bots that update existing and create new Salesforce records, extract data, and save completed documents.

Create Salesforce Records

Create Salesforce records using data from completed documents

Invoke Salesforce Process on Documents Completion Bot

Start a Salesforce process after documents completion

Export to Salesforce Bot

Export documents to a Salesforce record

Pre-fill from Salesforce Records

Pre-fill documents with data from Salesforce records

Update Salesforce Records Bot

Update a Salesforce record using data from a completed document

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

Pre-fill Salesforce Record Attachments

Pre-fill Salesforce files into document placeholder

Explore the Bot library

Choose from 100+ no-code Bots

Jotform

Form creation

Conga

Contract Management

Hellosign

eSignature

Adobe

PDF Editing

Kissflow

Workflow automation

WorkFlow

No-code document workflow automation

Document generation
Online PDF editor
Web form builder
Built-in eSignature
CRM integrations
Reports
Audit trail
Contract negotiation

Why WorkFlow

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 WorkFlow to create, integrate, and automate entire document workflows quickly and effortlessly.