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iDialogue Flows for Salesforce

Generate documents, create personalized "rooms", auto-lauch actions in response to online eSignatures, web form submissions, payments, and more.

  • Learn how to generate documents from Salesforce Flows by watching the video below.
  • Merge Salesforce records with document templates.
  • Generate dynamic tables, images, checkboxes, and more. All directly from Flow Actions!

    Keep up to date with free tips, guides, and instructional videos on how to enable more dialogues through Salesforce. 

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