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Connect Your Entire Workflow

From Salesforce and NetSuite to SharePoint and beyond. Let’s discuss how our integrations can unify your systems.

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Automate Document Workflows in Salesforce

Stop Re-Entering Signed Contract Data into Salesforce

You generate a quote from Opportunity fields. Sales emails it to Legal for approval. Legal redlines it. You recreate the quote. It goes to DocuSign. It gets signed. Then you manually update the Opportunity stage, close date, and contract value. That's 6 manual steps altaFlow eliminates. Auto-generate from Salesforce data, route approvals with conditional logic, capture signatures, and sync status back—all triggered from your Opportunity, Account, or custom object.

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Launch from any object

Launch, approve, review, and negotiate contracts without leaving Salesforce, and import Salesforce data into contract workflows to eliminate duplicate data entry.

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Connected data flow

Transfer data between forms, DOCX files, PDFs or spreadsheets and back to Salesforce without code. Each step stays linked so information moves automatically from one document to another.

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Sync with everything else

Populate documents with data from Salesforce records and other data sources. Eliminate silos by connecting with storage systems like Google Drive, SharePoint, OneDrive, and more.

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What You Can Automate with Salesforce Workflow Automation

altaFlow eliminates manual work by connecting every step of your document management process directly to your CRM data. It's how you truly automate Salesforce processes.

Launch from Any Object Start automated workflows from an Opportunity, Quote, Account, Contract, or even custom objects.  
Generate Documents without Code Merge Salesforce fields into intelligent DOCX or PDF templates with powerful conditional logic, ensuring accuracy and compliance.  
Automate Complex Approvals Visually design and route documents for approval based on Amount, Stage, Product, or any custom field.  
Collect Legally Binding eSignatures Our built-in eSignature integration for Salesforce includes automated reminders and expirations to accelerate deal cycles.  
Write Back to Salesforce Attach final PDFs to Files and automatically update record fields, keeping Salesforce your single source of truth.  

Hear from leaders who
transformed their process

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Anthony MateroOperations at T2 Biosystems

T2 Biosystems

"The flexibility of altaFlow allowed us to design a workflow that works for us. The automation built into altaFlow helped us remove many manual steps in our old process."

Michael MooreInsurance Advisor

"altaFlow has been a great addition to our business! It integrates well with Salesforce allowing our team to seamlessly get custom documents ready for signatures within our Salesforce record! The automation that follows is top-notch, making it so that our team is not wasting time and resources uploading and saving documents after they are completed."

Frequently Asked Questions

Which Salesforce objects are supported?

altaFlow supports both standard and custom objects, including Opportunity, Quote/CPQ, Account, Contract, Order, and Case. Our platform is designed to launch workflows and write back to the objects that power your revenue and operations.
Do I need to write code to use altaFlow?

No. altaFlow is a true no-code platform. Admins use visual, drag-and-drop builders to configure templates, approval logic, and bots. You can then expose those actions in Salesforce without writing or managing a single line of Apex code.
How is Salesforce document management handled?

Final, signed PDFs are automatically attached to Salesforce Files with configurable folder and naming rules. Key data like status, important dates, and file links are written back to fields for complete visibility and easy reporting.
Does this provide eSignature integration for Salesforce?

Yes, legally binding eSignature is a core, built-in capability of the altaFlow platform. You don't need a separate, disconnected tool. You can manage the entire document lifecycle, from generation to signature, in one unified workflow.
Can we test this in our sandbox environment first?

Absolutely. We strongly recommend and fully support sandbox environments for building, testing, and training. You can perfect your Salesforce workflow automation safely before deploying to production using your standard change controls.

See How altaFlow Can Transform Your Salesforce Workflows

Request a personalized demo and see how you can create, automate, and integrate end-to-end document workflows directly in Salesforce.

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