Salesforce
Workflows built on logic. Results that feel like magic.
At altaFlow, we do more than manage documents—we transform workflows. Through automation, enterprise-grade security, and integration with the systems you already trust, we simplify the complex and elevate your operations.
Trusted by innovative companies
- Launch from any object
- Connected data flow
- Sync with everything else
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.
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.
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.
- Finance
- IT
- Operations
- RevOps
- Legal
- HR
Finance
Close deals faster with automated quotes, contracts, approvals, and included eSign. Everything syncs to your CRM/ERP so revenue is recognized sooner.
Top use cases:
- Quote-to-Cash automation
- Contract generation & approvals
- Order forms and renewals
IT
Pass audits with governed workflows, SSO/RBAC, and full audit trails. Protect sensitive data while standardizing how documents move and are retained.
Top use cases:
- Policy attestations & certifications
- HIPAA/PHI and PII request handling
- Audit evidence & retention
Operations
Stop rekeying with validation and bots that read/write system data. Keep one source of truth and cut exception churn.
Top use cases:
- Data collection to CRM/ERP
- Document-to-document data transfer
- Exception queues & corrections
RevOps
Move documents and data across Salesforce, NetSuite, Dynamics, and HubSpot with traceable sync. Reporting stays accurate because records stay aligned.
Top use cases:
- CRM↔ERP agreement sync
- Invoice/PO routing
- Repository backup & archive
Legal
Ship more workflows with a no-code builder, reusable templates, and automation bots. Increase throughput without adding staff.
Top use cases:
- Multi-document workflow packs
- High-volume eSign packets
- Admin-led updates and changes
HR
Deliver clear, fast journeys with drag-and-drop forms, conditional routing, and real-time tracking. Reduce wait times and raise satisfaction.
Top use cases:
- Employee & customer onboarding
- Service requests & approvals
- Intake and case updates
Connected workflows across your tech stack
AltaFlow integrates with the cloud apps and enterprise systems your teams rely on daily, ensuring processes are connected, effective, and ready to scale.
One platform,
endless transformation
Capture clean data
Get exactly what you need the first time.
- Dynamic fields and validations.
- Smooth for internal teams and clients.
Originate with precision
Start accurate. Deploy documents and forms flawlessly on day one, leveraging templates and logic to prevent errors. This minimizes rework and eliminates constant back-and-forth communication.
Assemble fast
Instantly send complete packets by merging templates into a single, governed workflow. This drag-and-drop system allows for easy reuse of components.
Approve without bottlenecks
Move work to the right person at the right time.
- Roles, rules, SLAs.
- Real-time status and full audit trail.
Close the loop
Store signed docs and data where teams work.
- Auto-attach to records.
- Audit-ready and compliant.
Keep systems in sync
Update CRM/ERP automatically.
- Native connectors and APIs.
- Less IT lift, fewer manual updates.
Security at the core
Enterprise-grade security and compliance
SSO, role‑based access, audit trails, data retention, and encryption. Built to support regulated use cases with governance across every workflow.
Real Customer Success
Mandy HoffmanBusiness Operations Manager
T2 Biosystems
"airSlate has truly streamlined our document-heavy processes. With its seamless integration into our existing stack, we’ve been able to automate workflows and reduce manual effort significantly. Compliance audits, which once took weeks, are now completed in days. This level of efficiency and security gives us confidence in scaling."
James CraigDirector of IT
NewSchool of Architecture & Design
"Our campus-wide adoption of airSlate has transformed how we handle approvals and contract workflows. The platform integrated effortlessly with our systems, eliminating bottlenecks and saving us hundreds of hours. For a team with limited IT resources, the automation capabilities have been a total game-changer."
Mark McNicholDirector
In At The Deep End
“I like the best the fact that the software is so simple to use yet so powerful. With a few clicks of a button, you can create multipage/document forms that are pre-populated based on information users already supply. The fact that somebody only needs to enter their name once and it replicates throughout the whole system is just amazing.“
Julia WhitfieldExecutive Director
Champion Health
"Amazing Platform, Customized for our special needs, Sophisticated, Smart & Cutting-Edge!"
Sam GinzbergChief Information OfficerTitle
Royal Care
"Great tool for automation! There is no need for dual entry; WorkFlow eliminated the risk of errors. All paperwork and signature gathering has become a breeze. There is no longer a need to print, mail, retype, etc."
Optimize your document workflows
From quick wins on day one to measurable impact in under 90 days.
