Embed conditional selections in multiple documents in CRM using Ruby
Deliver documents of any structure and complexity
Fillable fields
Merge fields
Dynamic tables
Custom lists
Conditionals
HTML content
Embedded eSignature
Embed advanced document generation tools in your app
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Improve your workflows and embed conditional selections in multiple documents in CRM using Ruby
Any company needs hundreds of small paperwork operations every day to make sure all processes run correctly. Normally, the more time your employees spend managing documents, the fewer working hours there will be for intellectually challenging or strategic tasks. Because of that, Document Automation Hub enables to embed conditional selections in multiple documents in CRM using Ruby and run the repetitive paperwork procedures automatically, saving hours for work that requires human involvement.
Add airSlate WorkFlow functionalities right into your app to stay focused on the broader perspectives
Steps to embed conditional selections in multiple documents in CRM using Ruby
- Register for a free developer account.
- Access the Automation Hub Dashboard.
- Incorporate your app with the relevant button to integrate it with APIs.
- Navigate to Recent Applications and select the app you just added.
- Choose the grant type that fits your needs.
- Acquire the Bearer access token to use for API calls for workflow automation.
- Launch the workflow and manage documents right from your application.
Allocate time for strategic tasks while airSlate WorkFlow automation handles the routine. Discover more document management opportunities with this powerful solution.