Send configuration 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; Send Configuration From Salesforce.
Get started for free
Send Configuration From Salesforce Send Configuration From Salesforce Circle illustration Circle illustration
Discover the ‘Send Configuration 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 Send Configuration 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. Send Configuration 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 ‘Send Configuration 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 send configuration from Salesforce

Learn why airSlate’s send configuration 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 ‘Send Configuration 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 send configuration 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 send configuration 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 send configuration 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 send configuration 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

Send Configuration From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Responsive approach for business
responsive approach for business that oriented towards helping companies with digital transformation and digital-driven management. Visualize complex data using widgets and easy-to-read diagrams and m...
Learn more
Number 1 achievement from pegasystems
number 1 achievement from pegasystems oriented towards assisting teams with digital transformation and digital-driven management. Visualize complex data employing widgets and succinct graphs and monit...
Learn more
Responsive approach for commercial
responsive approach for commercial that is focused on assisting companies with digital transformation and digital-driven management. Visualize complex data employing widgets and easy-to-read graphs an...
Learn more
Responsive approach for corporation
responsive approach for corporation that oriented towards assisting organizations with digital transformation and digital-powered management. Visualize complex data using widgets and easy-to-read dia...
Learn more
Number 1 achievement from ping
number 1 achievement from ping that is focused on helping businesses with digital transformation and digital-based management. Visualize complex data utilizing widgets and easy-to-read diagrams and ke...
Learn more
Responsive approach for enterprise
responsive approach for enterprise is focused on assisting teams with digital transformation and digital-powered management. Visualize complex data using widgets and succinct diagrams and track any ch...
Learn more
Responsive approach for small business
responsive approach for small business is focused on assisting businesses with digital transformation and digital-driven management. Visualize complex data employing widgets and concise graphs and kee...
Learn more
Number 1 achievement from Salesforce
number 1 achievement from Salesforce oriented towards assisting teams with digital transformation and digital-powered management. Visualize complex data utilizing widgets and graphs and track any upd...
Learn more
Responsive approach for team
responsive approach for team is focused on assisting businesses with digital transformation and digital-driven management. Visualize complex data utilizing widgets and concise graphs and keep track of...
Learn more
Number 1 achievement from sap
number 1 achievement from sap oriented towards assisting businesses with digital transformation and digital-based management. Visualize complex data utilizing widgets and succinct diagrams and monitor...
Learn more
Number 1 achievement from sharepoint
number 1 achievement from sharepoint that oriented towards assisting teams with digital transformation and digital-based management. Visualize complex data utilizing widgets and easy-to-read diagrams ...
Learn more
Number 1 achievement from slack
number 1 achievement from slack that oriented towards assisting businesses with digital transformation and digital-driven management. Visualize complex data employing widgets and easy-to-read diagrams...
Learn more
Number 1 achievement from Smartsheet
number 1 achievement from Smartsheet is focused on helping businesses with digital transformation and digital-driven management. Visualize complex data utilizing widgets and succinct diagrams and moni...
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 Send Configuration From Salesforce

Robotic Process Automation Audit Trail Bot Box Bot Create Salesforce Record Bot Create Template from another Template Bot airSlate Automation Bots Integration Bots Payments Surveys Drag-and-drop Template creator Electronic Signature automation workflow

We’ve got the answers to your questions

How does automation help in a send configuration from Salesforce?

Automation in Salesforce helps in sending configurations efficiently by streamlining the process through predefined workflows and triggers. This ensures that the right information is sent to the right recipient at the right time, reducing human error and saving time. With airSlate document automation platform, you can easily set up automated sending processes within Salesforce, improving productivity and accuracy in your organization's document workflow. Trust airSlate to simplify and optimize your document management tasks seamlessly.

What is the best solution to automate a send configuration from Salesforce?

The best solution to automate a send configuration from Salesforce is to utilize an advanced platform like airSlate. With airSlate, you can easily streamline your document workflow processes, saving time and increasing efficiency. By integrating airSlate with Salesforce, you can automatically send configurations without any manual intervention, ensuring accuracy and consistency in your communications. Trust airSlate to revolutionize your document automation and elevate your organization to new heights of productivity and success.

How can you automate a send configuration from Salesforce with airSlate?

To automate a send configuration from Salesforce with airSlate, you can utilize the integration capabilities of airSlate to seamlessly connect with Salesforce. By setting up triggers and actions within airSlate, you can automate the process of sending configurations from Salesforce without any manual intervention. This not only saves time but also ensures accuracy and efficiency in your document workflows. With airSlate's intuitive interface and powerful automation tools, you can streamline your business processes and enhance productivity effortlessly.

What are the pros of an automated send configuration from Salesforce?

Having an automated send configuration from Salesforce has several benefits. Firstly, it allows you to streamline your communication processes, ensuring that emails are sent out promptly without any manual intervention. This improves efficiency and saves time for your team members. Additionally, by automating the sending process, you can reduce the risk of human error, ensuring that all emails are sent accurately and consistently. With airSlate document automation platform integrated with Salesforce, you can further enhance these benefits by automating the entire document workflow process, improving collaboration, and increasing productivity within your organization.