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
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

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 connection10060 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
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

email

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