Aerofiler and Salesflare

How to connect Aerofiler

Aerofiler is for in-house legal teams who wish to automate the process of creating, approving, filing and tracking contracts.

Start a workflow when this happens

Approval Finished — Triggers when an approval workflow is finished.
New Approval Workflow Step — Triggers when an approval workflow is sent for approval.
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 Uploaded File — Triggers when a new file is uploaded to your Aerofiler instance.

Things Salesflare can make it do

Create Workflow From External Data — Get external data to send to an Aerofiler workflow. With this action, the user will be able to review data before submitting the workflow.
Submit Workflow — Submit a workflow using the provided data. With this action, the workflow will be immediately submitted.
Submit and File Document — Submit a document using the provided data. With this action, the document will be immediately filed in the repository.
Update Documents — Update documents based on the search criteria.