Direct Integration
Direct integrations allow you send data to Aerofiler using a button or link in another application. To use a direct workflow, enable the switch and select a workflow:
Then, select the workflow you wish to connect:
Here, we have selected "Sales Agreement":
Afterwards, select the Aerofiler fields you wish to connect to the other application. Here is an example of selecting "Counterparty", "Start Date", "End Date", and "Contract Value":
You should then be able to copy the link for use in the other application:
The final step is to replace the values in square brackets (in the above example [COUNTERPARTY], [START DATE], [END DATE] and [CONTRACT VALUE]) in the other application.
Salesforce Example
Using Salesforce an an example, suppose you wish to create a link in an Account called "Generate Contract". Begin by choosing "Account" from the Object Manager:
Then, click on "Buttons, Links, and Actions":
Create a new button or link, and name it "Generate Contract":
Then, paste in the link from Aerofiler and highlight the relevant field. In the example below, we are mapping to "Counterparty" in Aerofiler:
You would then replace it with the relevant field in Salesforce. Here, we are mapping "Account Name" to "Counterparty":
This is what the link should look like after replacement:
You can then optionally map any further fields required.
Adding a Link in Salesforce
In Object Manager, click on Page Layouts:
Then choose the relevant layout:
Add a custom link to the Account as follows:
Generating the Contract from Salesforce
In an account, if you now click on details you will see an option to generate a contract:
This will direct you to Aerofiler, where you can select the applicable contract workflow:
When you select the applicable contract workflow, any mapped fields should be automatically brought into Aerofiler:
More information about workflows is available here.
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