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Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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Integrations

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altaFlow connects to the systems you already run through governed, no-code workflows.

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Go beyond templates and see what's possible. Let's talk about how our insights can power your success.

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Document process automation platform

Run every document process as one workflow.

Capture the data, build the document, get it signed, and sync the result back to your systems. No code.

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80%
faster setup
30%
lower cost
2x
ROI
altaFlow-workflow-overview-1

Teams across education, healthcare, and financial services run their document work on altaFlow.

From opportunity to signed, without leaving Salesforce.

altaFlow generates the contract from the Salesforce record with the right logic already built in, routes it for approval, gets it signed, and writes the result back automatically. Your forecast and your paper finally match.

Revenue teams lose selling time rebuilding the same contract, re-keying data between the CRM and the signing tool, and chasing documents that get lost on the round trip. altaFlow closes the loop. Data flows from the record into the document, the document runs a governed workflow, and the completed result syncs back to the record without anyone re-typing it.

Conditional logic and dynamic tables build the right document in one pass, so your team stops maintaining hundreds of near-duplicate templates. altaFlow pulls from anywhere in the Salesforce record with no limit on related objects or fields.

QUOTE TO CONTRACT LOOP
01
Salesforce record
Opportunity, quote, account, any related object
↓
02
Document generated with conditional logic
One template, dynamic tables, correct version every time
↓
03
Governed routing and signature
Approval rules, eSignature, every step tracked
↓
04
Automatic write-back
Status, dates, and the signed file land on the record
Back to step 01, no one re-types a field
Close deals faster

Conditional logic and dynamic tables build the right contract in one pass, and automatic write-back removes the re-keying that stalls deals at quarter-end. Reps sell instead of assembling paperwork.

Lower cost, unlimited users

30 to 40% less than the incumbent, with unlimited-user licensing instead of per-user or per-envelope fees. Five tools on one bill. 2x ROI.

Live in weeks, not quarters:

80% faster setup, from 100-plus hours to 20 to 30. No code. Native Salesforce field mapping.

Operations sees the full flow from record to signed and back. The Salesforce admin builds and changes it without engineering. The CFO sees five tools consolidated onto one unlimited-user bill.

Whatever runs on documents, altaFlow runs it end to end.

Pick the work your team owns. The workflow is the same shape every time: capture the data once, build the document, route it, sign it, and file the result automatically.

EDUCATION

Enrollment that finishes while the applicant is still online

Capture applications and financial-aid forms, route the data to your student information system, and generate the signed packet without re-keying a field.

Workflows

  • Student admissions

  • Financial aid

  • Course registration

student-application-2

 

HR AND ONBOARDING

Onboarding kits that fill themselves and file themselves

Capture new-hire, contractor, and merchant details once, then generate offer letters, tax forms, and agreements and route them for signature automatically.

Workflows

  • Onboarding kits

  • Offer letters

  • W9 and tax forms,

  • Contractor and merchant onboarding

Solutions-HR

HEALTHCARE AND INSURANCE

Patient and consent forms handled with the audit chain intact

Collect clinical and consent data through a form, route it to your systems, and keep every step tracked, without a fillable PDF getting re-typed on the other end.

Workflows

  • Patient intake

  • Clinical forms

  • Consent capture

expense-report-document

Solutions-legal

GOVERNMENT AND NONPROFIT

Applications, grants, and waivers, processed without the manual queue.

Heavy conditional logic builds the right form for each applicant, then routes and files it automatically, so staff stop re-entering data by hand.

Workflows

  • Benefit applications

  • Grant intake

  • Waivers

  • Compliance attestations

grant-intake

How it works

One loop. Five tools. No code.

Step 01

Data leaves the record or the form.

altaFlow pulls from Salesforce, or captures new information through a web form.
Step 02

altaFlow builds the right document in one pass.

Conditional logic and dynamic tables assemble the correct version for each case, so you maintain one workflow instead of hundreds of templates.
Step 03

A governed workflow routes it for approval and signature.

Every step tracked, everyone on the current version.
Step 04

The completed result writes back automatically.

Straight to your system of record, with no re-typing.

Connected workflows across your tech stack

altaFlow integrates with the cloud apps and enterprise systems your teams rely on daily, ensuring processes are connected, effective, and ready to scale.

Security at the core

Enterprise-grade security and compliance

SSO, role‑based access, audit trails, data retention, and encryption. Built to support regulated use cases with governance across every workflow.

Real Customer Success

Ellipse 1
Mandy HoffmanBusiness Operations Manager

T2 Biosystems

"altaFlow has truly streamlined our document-heavy processes. With its seamless integrations into our existing stack, we've been able to automate workflows and reduce manual effort significantly. Compliance audits, which once took weeks, are now completed in just days. This level of efficiency and security gives us confidence in scaling."

Ecustomer-logo
James CraigDirector of IT

NewSchool of Architecture & Design

"Our campus-wide adoption of altaFlow has completely transformed how we handle approvals and contract workflows. The platform integrated seamlessly with our existing systems, eliminating bottlenecks and saving us hundreds of hours each term. For a team with limited IT resources, automation has been a game-changer."

IATDE-Logo-RGB
Mark McNicholDirector

In At The Deep End

“I like the best the fact that the software is so simple to use yet so powerful. With a few clicks of a button, you can create multipage/document forms that are pre-populated based on information users already supply. The fact that somebody only needs to enter their name once and it replicates throughout the whole system is just amazing.“

Questions & Answers

What is workflow automation?

Workflow automation uses technology to turn manual processes into efficient, intelligent flows. Automated actions are triggered by specific events or conditions, improving efficiency and consistency while saving time.
How can I automate workflows?

With altaFlow, you can automate workflows using a no-code platform. Build custom workflows, create dynamic document packages, and integrate data with your CRM or databases. Control access and set precise triggers for flawless processes.
What tools can I use for workflow automation?

altaFlow is designed to revolutionize document workflows. It integrates document creation, eSignatures, CRM connections, and automation to save time and simplify processes.
Do I need coding skills to use altaFlow?

No. altaFlow’s drag-and-drop interface allows anyone to create automated workflows without coding knowledge.
What can I automate with altaFlow?

altaFlow tasks like document generation, approvals, eSignatures, and CRM or database integrations. Altaflow reduces complexity for better efficiency.
Can I integrate altaFlow with other tools?

Yes. altaFlow connects with CRMs, databases, and business applications, creating a unified digital ecosystem for your workflows.
Is altaFlow secure? altaFlow features industry-leading security and compliance, including HIPAA standards, encryption, and secure data storage. Your information is always protected.
How long does it take to set up an automated workflow? altaFlow's no-code interface makes workflow setup fast and easy. Create intricate workflows in minutes, saving time and delivering value quickly.
What is the difference between workflow and business process automation?

Workflow automation handles the routing and sequencing of tasks inside a defined process: this document goes here, gets approved there, gets signed, gets filed. Business process automation is the bigger picture. It covers the full end-to-end operation, which might span multiple workflows, system integrations, data transformations, and exception handling across departments. The simplest way to think about it: a workflow is a chain of steps, a business process is the operational outcome those steps serve.

 
 
 
 

Optimize your document workflows

From quick wins on day one to measurable impact in under 90 days. 

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