altaFlow

Automatically create MS Dynamics 365 records with altaFlow. Learn to set up the creation bot, map fields across entities, and automate data transfer.

Create Dynamics 365 records bot

Set up automated document export to Microsoft Dynamics 365 records upon workflow completion.

Export to Dynamics 365 record

Automatically launch a Dynamics 365 workflow after recipients complete their documents.

Invoke Dynamics 365 workflow on completion

Set up automatic document pre-filling with data from monday.com boards.

Pre-fill from Dynamics 365 records

Automate the process of importing document attachments from MS Dynamics 365 records into your workflows.

Pre-fill Dynamics 365 record attachments

Configure automatic document population using MS Dynamics 365 data.

Pre-fill from Dynamics 365 via FetchXML

Automatically send altaFlow documents to MS Dynamics 365 contacts. Learn how to configure the bot, set up lookups, and use Smart Links to pre-fill data.

Send documents to MS Dynamics 365 contacts bot

Automatically update cloud business records with completed document data.

Update Dynamics 365 records

Automate document pre-filling and sending using cloud workflow integration.

Use case: Pre-fill from Dynamics 365 records bot + Power Automate connector

Dynamics 365 bots

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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