This bot is available for free — its usage doesn't consume credits. For more on credit usage, see Credits.
The Send documents to Salesforce contacts bot automatically delivers completed altaFlow documents to Salesforce Contact records as email attachments. Perfect for sales teams that need signed forms, contracts, or NDAs filed on the right Contact without manual uploads.
Example: After a form is signed, automatically send the signed document to the relevant Salesforce Contact so account managers always see the latest file on the record.
Before you start
You need an altaFlow workspace with the Salesforce integration already configured. For setup instructions, see Salesforce integration.
How to set up the bot
Once the Send documents to Salesforce accounts bot is set up, go to All bots.
Create a new bot of the Send documents to Salesforce contacts type.
Configuration
In the Configuration section, select your Salesforce Contact from the dropdown.
In the Contact value field, map the data from your completed document that identifies the right Salesforce Contact to receive the document.
Select which file(s) to send to Salesforce. You can pick a single file, multiple files, or all files in the workflow.
All the necessary configuration is complete. Add any additional workflow steps or close the bot setup modal.
Conditions
Set conditions to control when the bot fires so you only push the right documents to Salesforce Contacts. Common scenarios:
Opportunity stage filter — send the document only when the related Opportunity Stage equals Closed Won or another specific stage, so draft deals don't clutter Contact records.
Region routing — fire only when Region matches a specific value (e.g., US, EMEA), so each region's Salesforce Contacts receive only their deals.
Decision-maker only — send to Contacts whose Role or Title matches Decision Maker, keeping influencers and users off the attachment list.
Account tier filter — fire only for VIP, Enterprise, or Strategic accounts, so lower-tier contacts don't get copied automatically.
For the full list of operators, see Bot execution conditions.
Advanced settings
Fine-tune how the bot runs:
Run once vs. on every revision — send at document completion only, or re-send after each new signed revision so Contacts always have the latest version.
Failure handling — retry on Salesforce API rate limits (recommended for high-volume sales workflows) or skip and continue the revision when delivery is optional.
Salesforce-based tagging — tag exported documents with the Salesforce Contact ID so sales ops can trace which altaFlow run attached each file.
Learn more about Advanced settings in the bot setup glossary.