Workflow library from ZohoCRM

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Workflow Library From ZohoCRM.
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Discover the ‘Workflow Library From ZohoCRM’ 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.
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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 Library From ZohoCRM-related workflow with multiple systems of record.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Workflow Library From ZohoCRM – Negotiate in real-time and sign contracts faster.
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Automate workflows your way. No coding or APIs.

Set up efficient document workflows for any business case using an all-in-one, no-code solution.
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Watch API airSlate contract construction and ‘Workflow Library From ZohoCRM’ feature in action

Automate your entire document workflows on one platform.
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Powerful workflow library from ZohoCRM

Learn why airSlate workflow library from ZohoCRM beat the competition
airSlate
Nintex
KissFlow
K2
Pega Systems
Basic workflows
Advanced workflows
Custom workflow routing
No-code conditional routing
Versioning
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
Unlimited workflows
no info
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
Robotic process automation
No-code automation bots
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No-code integration bots
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No-code archive bots
Task assignment
File sharing with teammates
Bulk workflow initiation
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
via integration
via integration
via integration
via Docusign
Signing order
via Docusign
Certificate of completion
via Docusign
In person signing
via Docusign
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
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
Spreadsheet creation
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
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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.
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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.
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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.
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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.
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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.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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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.
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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.
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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 ‘Workflow Library From ZohoCRM’ 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....
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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.

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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.

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

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airSlate improves workflow library from ZohoCRM

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 on workflow library from ZohoCRM 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 enhance workflow library from ZohoCRM:
  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’re going to collect information needed for workflow library from ZohoCRM 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

Workflow Library From ZohoCRM – Create, set up, and automate dynamic no-code document workflows.
Size simplest on tablet
With a quick to utilize, no-code platform, build automated, flexible, and ROI-oriented processes for a scalable and high quality business. Export data Contract Management with airSlate. Organize every...
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Size simplest on windows
Build professional and error-free documents, benefit from legally-valid e-signatures, and control workflows effectively. Take control of your remote teams and assist them get to the next level. Adjust...
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Size simplest platform
Consolidate Contract Management with a powerful, cost-effective, and easy-to-use resolution for your business. Check out airSlate’s Automation Bots. They assist make work easier and people happier. ...
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Size simplest solution
Manage Sales, Marketing, HR, Accounting, and Logistics workflows within a single, holistic automation software. Customize and automate processes and wipe out repetitive steps that can be carried out b...
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Size simplest vendor
Fix Contract Management with a impressive, cost-effective, and easy-to-use solution for your company. Check out airSlate’s Automation Bots. They help make work easier and people happier. Develop a c...
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Size simplest market
airSlate mixes no-code robotic process automation, document generation, contract negotiation, and e-signing into a single business automation platform. Try innovative Bots to Automate Business Operati...
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Size simplest api
Get rid of steps that don’t add value to your process in order to make better use of your team's time. Enhance communication, manage documents, assign tasks, and create approval workflows without co...
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Size simplest software
With a quick to deploy, no-code platform, build automated, flexible, and ROI-oriented processes for a scalable and top quality business. Order Business Operations with airSlate. Organize everything in...
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Size simplest program
Eradicate steps that don’t add value to your practice in order to make better use of your team's time. Develop communication, maintain documents, use outsourcing for tasks, and create approval workf...
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Size simplest application
Build professional and error-free documents, make use of legally-valid e-signatures, and control workflows efficiently. Take control of your remote teams and help them attain the next level. Set up Co...
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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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We’ve got the answers to your questions

How does automation help in a workflow library from ZohoCRM?

Automation significantly improves efficiency in a workflow library within ZohoCRM. By automating routine tasks, you save time and reduce the chances of human error. This allows your team to focus on high-priority projects and enhances collaboration across departments. Additionally, using a solution like airSlate can streamline document management and simplify your workflows, ensuring that your organization operates smoothly and effectively.

What is the best solution to automate a workflow library from ZohoCRM?

To automate a workflow library from ZohoCRM effectively, consider using the airSlate document automation platform. This user-friendly tool integrates seamlessly with ZohoCRM, allowing you to create and manage workflows without any coding. By streamlining document processes, airSlate empowers your team to save time and reduce errors in handling customer relationships. Embrace this solution to enhance your organization's efficiency and focus on what truly matters—growing your business.

How can you automate a workflow library from ZohoCRM with airSlate?

To automate a workflow library from ZohoCRM with airSlate, start by integrating your Zoho account with airSlate. Once connected, you can create streamlined workflows that pull data directly from Zoho, ensuring smooth data transfer. Next, design automated document processes that manage tasks like approvals and notifications, keeping your team informed and organized. This integration not only saves time but also enhances productivity, allowing your business to focus on growing and serving customers effectively.

What are the pros of an automated workflow library from ZohoCRM?

The automated workflow library from ZohoCRM offers several advantages that can enhance your business operations. First, it streamlines repetitive tasks, allowing your team to focus on more important activities. This can lead to increased efficiency and improved collaboration among team members. Additionally, better tracking and reporting features help you make informed decisions based on real-time data. While ZohoCRM provides useful tools, consider the airSlate document automation platform for a comprehensive solution. airSlate simplifies document management, integrates seamlessly with various business software, and enhances overall productivity, making it a strong choice for businesses aiming to optimize their workflow.