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