Allow automated from Salesforce

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Allow Automated From Salesforce.
Get started for free
Allow Automated From Salesforce Allow Automated From Salesforce Circle illustration Circle illustration
Discover the ‘Allow Automated 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 Allow Automated 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. Allow Automated From Salesforce – Negotiate in real-time and sign contracts faster.
Feature image

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.
Get started for free

Watch API airSlate contract construction and ‘Allow Automated From Salesforce’ feature in action

Automate your entire document workflows on one platform.
Left hand illustration Right hand illustration

Powerful allow automated from Salesforce

Learn why airSlate allow automated from Salesforce 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
+/-
No-code integration bots
+/-
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
Show more
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 ‘Allow Automated 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 allow automated 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 allow automated 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 allow automated 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 allow automated 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

Allow Automated From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Accredit simple from k2
Explore an innovative way to work. Adapt Contract Negotiation without coding. Create and share professional documents, collect legally-valid e-signatures, and maintain workflows efficiently....
Learn more
Accredit simple from microsoft
Get usage of innovative Automation Bots and experience into modern business process automation. Bind Process Collaboration without any kind of coding skills or IT professional. Stay up to date and man...
Learn more
Accredit simple from microsoft office 365
Arrange and automate related workflows with the only no-code business automation system, airSlate. Try its innovative Bots to Fix Contract Negotiation. Personalize your working processes in a method t...
Learn more
Accredit simple from microsoft outlook
Combine airSlate with your present CRM or ERP system without APIs or coding. Automate manual tasks, personalize dashboards, and connect teams to build a unified and incorporated Workspace. Set up prog...
Learn more
Accredit simple from microsoft teams
Check out the airSlate complete software to develop customizable workflows in a expert manner. Unify Process Collaboration using the no-code Bots. Move teams’ work forward with a flexible Workspace....
Learn more
Accredit simple from MS Dynamics 365
With a quick to install, no-code platform, build automated, adaptable, and ROI-oriented processes for a scalable and high quality business. Tie in Contract Negotiation with airSlate. Coordinate everyt...
Learn more
Accredit simple from NetSuite
Deal with your business with secure, flexible processes that scale according to your needs with an easy to deploy, no-code automation platform. Fix Process Collaboration with airSlate. Get the most ou...
Learn more
Accredit simple from nintex
Get a 360º view of each of your business processes. Implement automated document generation, contract management and negotiation, payments, and e-signatures. Synchronize Process Collaboration with ai...
Learn more
Accredit simple from nitro
Wipe out steps that don’t add value to your approach in order to make better use of your team's time. Improve communication, handle documents, use outsourcing for tasks, and create approval workflow...
Learn more
Accredit simple from notarize
Set up and automate linked workflows with the only no-code business automation software, airSlate. Try its progressive Bots to Order Process Collaboration. Customize your working processes in a method...
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 Allow Automated From Salesforce

Automate Workflows Export to Google Sheet Bot Pre-fill from Google Sheets Bot Pre-fill from Google Sheet Dropdown Options Bot Create Template every Google Sheet Update Bot airSlate Automation Bots Integration Bots Payments Surveys Drag-and-drop Template creator Electronic Signature workflow automation

We’ve got the answers to your questions

How does automation help in a allow automated from Salesforce?

Automation streamlines your sales process by reducing repetitive tasks and enhancing productivity. With Salesforce, automation allows you to manage leads, track interactions, and automate follow-ups effortlessly. By using airSlate's document automation platform, you can integrate your workflows, create customized templates, and ensure your team spends more time on meaningful tasks. This means better relationships with your clients, increased efficiency, and ultimately, greater growth for your organization.

What is the best solution to automate a allow automated from Salesforce?

To effectively automate workflows from Salesforce, consider using airSlate. This platform allows you to create customized document workflows that integrate seamlessly with Salesforce, enhancing efficiency and productivity. You can design and manage documents, automate approvals, and streamline communications all within one solution. By leveraging airSlate, your organization can reduce manual tasks, improve accuracy, and focus on what truly matters—growing your business.

How can you automate a allow automated from Salesforce with airSlate?

To automate a workflow from Salesforce using airSlate, you can start by integrating your Salesforce account with the airSlate platform. Once connected, you can create custom workflows that streamline processes like lead management, document generation, and approvals. This automation saves time and reduces errors, allowing your team to focus on important tasks. By utilizing airSlate’s capabilities, your organization can enhance efficiency and drive better results in your business operations.

What are the pros of an automated allow automated from Salesforce?

Automated workflows from Salesforce offer several advantages that can significantly enhance your business processes. First, they streamline repetitive tasks, allowing your team to focus on more critical activities. In addition, they reduce the chance of human error, ensuring that your data remains accurate and reliable. Moreover, integrating airSlate's document automation platform alongside Salesforce can further optimize your workflows by simplifying document management and enhancing collaboration across your organization. This combination empowers your team to operate more efficiently and effectively.