CRM integrations
Send and manage documents from Salesforce, Dynamics, NetSuite and others.
65 articles
Install altaFlow for Salesforce
Create workflow from Admin Tools in Salesforce
Connect workflows to Salesforce using custom buttons
Configure smart link in Salesforce
Send documents in bulk in Salesforce
Configure the Email to Salesforce functionality for altaFlow
Get workflow document data (JSON format)
Manage Salesforce records data using the Create, Update, and Export Bots
Track progress of altaFlow documents (altaFlow 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