Start learning how to create airSlate workflows and run them from inside your CRM (for example, Salesforce, Pipedrive, MS Dynamics 364, SharePoint, NetSuite, or HubSpot). Explore the basics of airSlate workflows.
Use workflows to:
generate documents from CRM data (for example, Salesforce, Pipedrive, MS Dynamics 364, SharePoint, NetSuite, or HubSpot data)
collect data to create or update records in CRM (for example, Salesforce, Pipedrive, MS Dynamics 364, SharePoint, NetSuite, or HubSpot)
collect eSignatures
negotiate contracts
automate various day-to-day tasks
Create a workflow by clicking Create workflow in your airSlate 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.
