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Customer Story

altaFlow Automates Order Form Generation for BillingTree

How the payment solutions provider uses altaFlow's no-code automation to seamlessly integrate with Microsoft Dynamics 365 and accelerate client onboarding.

 

PROJECT
A fully automated workflow for generating and signing complex client order forms.
WHAT WE DID
No-code workflow automation and deep integration with Microsoft Dynamics 365.
CLIENT
BillingTree
mybillingtree.com

The Challenge: The Friction of Form Generation

BillingTree provides customized payment solutions, which means each new client requires a unique, multi-field order form. The process of creating these forms within their Microsoft Dynamics 365 environment and getting them signed was a significant operational drag. How could they automate the entire lifecycle of an order form—from creation to signature—with a single click inside their CRM? They needed an intelligent solution to bridge the gap between their data and their documents.

The Solution: A Document-First Automation Engine

What if your CRM could automatically generate and send the documents that drive your business? altaFlow, the only automation platform that thinks in documents, provided a seamless, no-code integration with Dynamics 365.

This empowered BillingTree to create a single, powerful workflow that:
  • Automates Form Creation: Automatically generates complex order forms with one click in Dynamics 365.
  • Pre-fills Client Data: Populates new forms with client data pulled directly from Dynamics records, eliminating manual entry and ensuring data integrity.
  • Streamlines eSignatures: Sends the perfectly populated forms for signature without any additional steps or manual intervention.

The Results: One-Click Workflow Perfection

By embedding altaFlow's automation capabilities directly into their CRM, BillingTree transformed a complex process into a simple, one-click action. The entire workflow—from data pull to document generation and signature request—is now completely automated. This has not only accelerated their client onboarding process but has also eliminated the risk of manual errors, ensuring a faster, more secure payment experience for their customers.

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Optimize Your Document Workflows with altaFlow

Ready to turn your CRM into a hub for document automation? Discover how altaFlow’s no-code platform, built to think in documents, can help you integrate seamlessly with your existing systems, reduce manual work, and deliver measurable impact in under 90 days.

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