Call secure from Salesforce

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Call Secure From Salesforce.
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Discover the ‘Call Secure 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.
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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 Call Secure From Salesforce-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. Call Secure From Salesforce – 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.
Get started for free

Watch API airSlate contract construction and ‘Call Secure From Salesforce’ feature in action

Automate your entire document workflows on one platform.
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Powerful call secure from Salesforce

Learn why airSlate call secure 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
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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 ‘Call Secure 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....
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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.

Join airSlate Academy
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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.

See all industries

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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Choose a better solution

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

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airSlate improves the way you call secure 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 call secure 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 call secure 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 call secure 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

Call Secure From Salesforce – Create, set up, and automate dynamic no-code document workflows.
Fordbid bpa with aicpa Compliance
Merge Robotic Process Automation with a highly effective, cost-effective, and easy-to-use answer for your company. Check out airSlate’s Automation Bots. They help make work easier and people more co...
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Fordbid bpa with BCR Compliance
Build professional and error-free documents, reap the benefits of legally-valid e-signatures, and control workflows successfully. Take control of your remote teams and assist them achieve the next lev...
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Fordbid bpa with CAIQ Compliance
Establish more effective and automated workflows for your team. airSlate’s technique to data collaboration streamlines how information templates all through an organization. Synchronize RPA without ...
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Fordbid bpa with certificate of completion Compliance
Set up more successful and automated workflows for your team. airSlate’s method of data collaboration streamlines how information templates through an organization. Mix RPA without the need to code ...
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Fordbid bpa with Certified Registered Delivery Compliance
Discover an progressive way to work. Tailor RPA without coding. Create and share professional documents, collect legally-valid e-signatures, and maintain workflows appropriately....
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Fordbid bpa with cloud security trust Compliance
Explore an revolutionary way to work. Adapt Robotic Process Automation without coding. Produce and share professional documents, collect legally-valid e-signatures, and control workflows effectively....
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Fordbid bpa with CloudTrust Compliance
Arrange and automate any business process and increase your team’s efficiency with airSlate. Run RPA with a no-code program. Produce, collaborate, and coordinate all your work in one place.....
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Fordbid bpa with compliant Compliance
Help make your administrative processes more productive, from purchases to reimbursements. Get far better benefits via the ability to Build Robotic Process Automation without a single line of code. Ge...
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Fordbid bpa with CSA Compliance
With a quick to set up, no-code platform, create automated, flexible, and ROI-oriented processes for a scalable and quality business. Fit Robotic Process Automation with airSlate. Organize everything ...
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Fordbid bpa with digital certificate Compliance
Automate and customize any procedure while working together in teams: workflows, e-mail interactions, notifications, approvals, and more. Maintain your processes in the smart way. Archive RPA with air...
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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 call secure from Salesforce?

Automation significantly enhances security in a call center by streamlining repetitive tasks and reducing human error. With Salesforce, you can automate data entry, call logging, and customer follow-up, which minimizes the risk of sensitive information being mishandled. Additionally, using airSlate’s document automation platform enables your team to manage customer interactions securely and efficiently. As you implement these solutions, you foster a reliable environment that prioritizes both productivity and data integrity, ultimately elevating the overall customer experience.

What is the best solution to automate a call secure from Salesforce?

To automate a secure call from Salesforce, consider integrating airSlate's document automation platform. This solution streamlines communication while ensuring data security and compliance. By connecting your Salesforce account with airSlate, you can easily manage calls and document workflows in one place. This approach not only enhances efficiency but also fosters a more organized and secure environment for your business.

How can you automate a call secure from Salesforce with airSlate?

You can automate a call secure from Salesforce by integrating it with the airSlate document automation platform. Start by creating a streamlined workflow that connects your Salesforce data with airSlate's tools. This setup allows you to automatically generate and send call-related documents, ensuring data security throughout the process. By using airSlate's user-friendly features, you can enhance your organization's efficiency and make sure important information remains protected.

What are the pros of an automated call secure from Salesforce?

Automated call security in Salesforce offers several advantages for your team. First, it streamlines your communication processes, allowing for efficient handling of calls without compromising sensitive information. Additionally, it enhances compliance by keeping records secure and easily accessible. Furthermore, integrating airSlate can support your document workflows, providing a seamless experience that strengthens your organization’s ability to manage calls and data effectively.