Start learning how to create altaFlow workflows and run them directly from Salesforce. Explore the basics of altaFlow workflows.
Use workflows to:
generate documents from Salesforce data
collect data to create or update records in Salesforce
collect eSignatures
negotiate contracts
automate various day-to-day tasks
Create a workflow by clicking Create workflow in your altaFlow Admin Tools.
You’ll be redirected to a new page in your new browser window where the modal window for adding documents will open. Select Add documents to add your first document.
You can choose to upload a PDF/DOCX document from your computer, or select one from the library.
Create contacts, spreadsheet documents, web forms from scratch. It is also possible to add forms with pre-defined fields such as the Welcome, Authentication, or Payment forms. Combine these different documents and forms in your workflows any way you need.
