Automate Your Sharepoint Workflows

Automate Your Workflows, Not Just Your Files

Transform SharePoint from a simple file repository into the central hub of your business processes. altaFlow provides a powerful, no-code bridge that lets you move data and documents between SharePoint and your core business systems seamlessly. Automate approvals, generate contracts, and update records without ever leaving your workflow.

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What if SharePoint could power your most critical workflows?

Your teams rely on SharePoint as a source of truth for documents. But what happens when those documents need to drive action? Manual downloads, endless email chains, and disconnected data entry create bottlenecks, introduce errors, and slow your business to a crawl.

altaFlow integrates directly with SharePoint, allowing you to build intelligent, end-to-end workflows that read, write, and move data effortlessly. Stop managing files and start automating processes.

A Smarter Way to Work with SharePoint

Unlock the full potential of your SharePoint investment with altaFlow's powerful automation bots.

Automate Data Syncing Keep your SharePoint lists and business documents perfectly in sync. Use our Export to SharePoint Bot to automatically create or update SharePoint list items with data captured in your workflows, ensuring a single source of truth across platforms.

Pre-fill Documents Instantly Eliminate manual data entry and reduce errors. The Pre-fill from SharePoint Bot pulls data directly from your SharePoint lists to populate fields in contracts, proposals, and forms, accelerating document creation.

Generate Dynamic Tables Populate tables within your documents using SharePoint data. Automatically import entire lists of products, services, or contacts into your agreements and reports, ensuring accuracy and saving hours of tedious work.

Import Files Automatically Streamline your document collection process. The Import from SharePoint Bot can automatically pull necessary files—like supplier agreements or project plans—from a designated SharePoint folder and attach them directly to your active workflow.

Why Integrate altaFlow with SharePoint?

Create a Unified Data Ecosystem
Ensure consistency by making SharePoint an active participant in your workflows. Move data bi-directionally between SharePoint, your CRM, and your ERP, eliminating information silos and manual reconciliation.
Accelerate Business Processes
Speed up everything from vendor onboarding and contract management to project approvals. By automating the movement of data and documents, you remove manual touchpoints and dramatically shorten cycle times.
Enhance Compliance and Governance
Maintain a complete, auditable record of every action. When altaFlow moves a document or updates a list in SharePoint, it’s all tracked in a single, immutable audit trail, making compliance effortless.
Empower Teams without IT Overhead
Give your business users the power to build their own SharePoint-integrated automations using our no-code, drag-and-drop workflow builder. This frees up your IT resources to focus on more strategic initiatives while maintaining full governance and control.

Hear from Real Leaders
Streamlining Workflows

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 NetSuite records are supported?

altaFlow integrates with both standard and custom NetSuite records—Sales Orders, Purchase Orders, Quotes, Invoices, Vendor Bills, and Customers. Start NetSuite workflows and write data back to the exact records that drive your business.

Do I need to write SuiteScript to automate NetSuite processes with altaFlow?

No. altaFlow is a true no-code NetSuite document automation platform. Configure document templates, approval logic, and integration bots using our visual builders—it’s deployable in NetSuite, no custom scripting required.

How does altaFlow manage completed documents in NetSuite?

Completed, signed PDFs are automatically attached to the Files subtab on the right NetSuite record. Create custom folder rules and naming conventions. Key data like status, signature dates, and file links can be written back to custom fields—perfect for NetSuite document management and reporting.

Can we automate approval workflows for NetSuite purchase orders or vendor bills?

Absolutely. altaFlow specializes in automating NetSuite processes. Use purchase order or vendor bill data to drive complex approval routing based on thresholds or business rules, transforming your procure-to-pay workflow.

Can we test NetSuite document automation in a sandbox first?

Yes. We provide full support for NetSuite sandbox accounts. Build, test, and perfect your NetSuite document workflows in a safe environment before going live.

See Our Product in Action

See Your Solution in Action

Connect Your Entire Workflow

Put Our Knowledge to Work

Automate Your Workflows, Not Just Your Files

What if SharePoint could power your most critical workflows?

A Smarter Way to Work with SharePoint

Why Integrate altaFlow with SharePoint?

Hear from Real Leaders
Streamlining Workflows

Frequently Asked Questions

See How altaFlow Can Transform Your Salesforce Workflows

See Our Product in Action

See Your Solution in Action

Connect Your Entire Workflow

Put Our Knowledge to Work

Automate Your Workflows, Not Just Your Files

What if SharePoint could power your most critical workflows?

A Smarter Way to Work with SharePoint

Why Integrate altaFlow with SharePoint?

Hear from Real Leaders Streamlining Workflows

Frequently Asked Questions

See How altaFlow Can Transform Your Salesforce Workflows

Hear from Real Leaders
Streamlining Workflows