airSlate (Preview)

Use airSlate to make MS Dynamics 365 workflows configurable in minutes without ever having to leave Dynamics. Automate routine tasks in airSlate by:
- Generating documents pre-filled with Dynamics 365 data
- 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 Dynamics 365
- Conditional routing of document workflows to multiple recipients.
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 |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet |
Contact | |
---|---|
Name | Help Center |
URL | https://my.airslate.com/help-center |
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 |
Create automated signing sessions and entire document workflows in Office 365, SharePoint, Microsoft Dynamics 365, and other services, no coding necessary. Configure no-code Bots to send reminders and notifications. Route documents between recipients and systems of record.
Prerequisites
You will need an airSlate account and an active workspace with at least one active flow in it.
How to get credentials?
You should use your airSlate user credentials. If you are not an airSlate user then contact us.
Creating a connection
The connector supports the following authentication types:
Default | Required parameters for creating connection. | All regions |
Default
Applicable: All regions
Required parameters for creating connection.
Name | Type | Description |
---|---|---|
password | securestring | The password for this api |
username | securestring | The username for this api |
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 100 | 60 seconds |
Actions
Create new slate |
Generate a new slate for editing or signing from the flow in your airSlate organization |
Send Slate (Preview) |
Send a slate with documents and forms by email. This action is deprecated. Please, use Send a Slate bot instead |
Create new slate
Generate a new slate for editing or signing from the flow in your airSlate organization
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization
|
Organization-Domain | True | string |
Select an airSlate organization where you will save and manage the new slate |
Flow
|
slateId | True | string |
Select the flow to generate a slate from |
fields
|
fields | dynamic |
Returns
Name | Path | Type | Description |
---|---|---|---|
Packet id
|
data.id | string |
Packet id |
Send Slate (Preview)
Send a slate with documents and forms by email. This action is deprecated. Please, use Send a Slate bot instead
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Organization
|
Organization-Domain | True | string |
Select an airSlate organization where you will save and manage the new slate |
Flow
|
slateId | True | string |
Select the flow to send a slate from |
Slate ID
|
packetId | True | string |
Select the Slate ID as a custom value from the Create new slate step or copy and paste the ID from airSlate |
Recipient email
|
True | string |
Recipient email |
Returns
Name | Path | Type | Description |
---|---|---|---|
data
|
data | array of object |
data |
created_at
|
data.attributes.created_at | string |
created_at |
email
|
data.attributes.email | string |
|
updated_at
|
data.attributes.updated_at | string |
updated_at |
user_id
|
data.attributes.user_id | string |
user_id |
id
|
data.id | string |
id |
type
|
data.type | string |
type |
first
|
links.first | string |
first |
last
|
links.last | string |
last |
next
|
links.next | string |
next |
prev
|
links.prev | string |
prev |
self
|
links.self | string |
self |