CRM integrations
Send and manage documents from Salesforce, Dynamics, NetSuite and others.
72 articles
- altaFlow for Salesforce: overview, сapabilities, and сommon use cases
- Install altaFlow for Salesforce
- Authorize Salesforce users for altaFlow
- How to create a custom button to run workflows from Salesforce
- How to send documents for signature from a Salesforce record
- Create workflow from Admin Tools in Salesforce
- Configure smart link in Salesforce
- Send documents in bulk in Salesforce
- Configure the E-mail to Salesforce functionality for altaFlow
- Get workflow document data (JSON format) in Salesforce
- Manage Salesforce records data using the bots
- Track document progress with Lightning sidebar component
- [User guide] altaFlow for Salesforce
- Install altaFlow for MS Dynamics 365
- Admin tools in MS Dynamics 365
- altaFlow Dashboard in MS Dynamics 365
- altaFlow User permissions
- Custom buttons in MS Dynamics 365
- Run workflows in MS Dynamics 365
- Run workflows in batches
- Select specific workflows to run from MS Dynamics 365
- altaFlow integration with MS Dynamics 365 workflow
- Create smart links in MS Dynamics 365
- altaFlow auto-provision for MS Dynamics 365
- [User guide] altaFlow for MS Dynamics 365