Aerofiler integration with Salesforce
How to Add newly-updated Aerofiler metadata to Salesforce
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add newly-updated Aerofiler metadata to Salesforce" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Aerofiler integrations
Aerofiler actions
Nekton can use any feature that is available in Aerofiler API.
Using our advanced AI, you can easily create custom automations for Aerofiler.
Here are some typical actions you can do in your automated workflows.
Approval Finished
Triggers when an approval workflow is finished.
New External Workflow
Triggers when a new workflow is initiated using external data.
New Updated Metadata
Triggers when a field is updated in your Aerofiler instance.
New Approval Workflow Step
Triggers when an approval workflow is sent for approval.
New Uploaded File
Triggers when a new file is uploaded to your Aerofiler instance.
About Aerofiler
Aerofiler is for in-house legal teams who wish to automate the process of creating, approving, filing and tracking contracts.