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airSlate (Preview)

  • Reference

Automate your business workflows in Office 365, SharePoint, Microsoft Dynamics 365, Salesforce, NetSuite, and other services without coding. Configure no-code airSlate bots to transfer data between systems of record and data sources. Set conditions to route documents between multiple recipients, and automate reminders and notifications.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Help Center
URL https://my.airslate.com/help-center
Email integrations@pdffiller.com
Connector Metadata
Publisher airSlate Inc.
Website https://www.airslate.com
Privacy policy https://www.airslate.com/privacy-policy
Categories Human Resources;IT Operations

Use airSlate to automate your workflows without having to switch between different platforms. Streamline routine tasks such as:

  • Generating documents prefilled with data from CRMs, spreadsheets, and databases.
  • Creating new client records based on data entered into a document�s fillable fields.
  • Updating existing client records based on data entered into a document�s fillable fields.
  • Saving e-signed documents to data sources.
  • Conditional routing of document workflows to multiple recipients.

Prerequisites

You will need an airSlate account and an active Workspace with at least one active Flow in it.

Credentials

Use your airSlate user credentials to log in. If you don�t have an airSlate account, sign up or contact us for help.

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
username securestring The username for this api True
password securestring The password for this api True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create a new document

Generate a new document for editing or signing from the workflow in your airSlate workspace
Create smart link

Generate the smart link from the workflow in your airSlate workspace

Create a new document

Operation ID:
StartFlow

Generate a new document for editing or signing from the workflow in your airSlate workspace

Parameters

Name Key Required Type Description
Workspace
 Organization-Domain True string

Select an airSlate workspace where the workflow is located
Workflow
 slateId True string

Select a workflow to generate a document from
fields
 fields dynamic

Returns

Name Path Type Description
Document ID
 data.id string

Identity of the new document
Operation ID:
CreateSmartLink

Generate the smart link from the workflow in your airSlate workspace

Parameters

Name Key Required Type Description
Workspace
 Organization-Domain True string

Select an airSlate workspace where the workflow is located
Workflow
 slateId True string

Select a workflow to generate a document from
fields
 fields dynamic

Returns

Name Path Type Description
Smart link
 smartLink string

The smart link for creating document with specified record context

Triggers

Start workflow on document event

Starts the workflow on document event.

Start workflow on document event

Operation ID:
CreateSlateTrigger

Starts the workflow on document event.

Parameters

Name Key Required Type Description
Bot authorization token
 botToken True string

The webhook bot authorization token

Returns

Name Path Type Description
Document ID
 slate_id string

Unique ID of target document which caused the event.