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How to run workflows

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Written by Yuliia Biletska
Updated over 2 months ago

There are several ways to run airSlate workflows from MS Dynamics 365:

  • Custom button

  • Bulk send from CRM

  • Via MS Dynamics 365 workflows

  • Via the Power Automate connector

Custom button

Run airSlate workflows by adding custom buttons to MS Dynamics 365 entities and set them up as described in Custom buttons.

Bulk send from CRM

Run multiple airSlate workflows with one action using batching as described in Create workflows in batches.

Note: Batching only works via custom buttons.

Via MS Dynamics 365 workflows

Run airSlate workflows by configuring MS Dynamics 365 workflow integrations as described in airSlate integration with MS Dynamics 365 workflow.

Via the PowerAutomate connector

Run airSlate workflows via the Power Automate connector based on the example described in Pre-fill from MS Dynamics 365 bot + airSlate Power Automate connector.


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