airSlate is a codeless workflow building platform, focusing on document generation, contract lifecycle management with e-sign, and what the vendor describes as mobile-friendly web forms which can be integrated with systems of record (e.g. CRM, etc), using no code airSlate bots.
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Zapier
Score 8.9 out of 10
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The Zapier Automation Platform designed to integrate data between web apps. It is scaled for small to mid-sized businesses, with a functional but limited free version of the program.
While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually
Zapier is perfect for simple integrations and setting up generally low-volume accounts that require very little configuration and maintenance. For a distributed structure where a client/outside party is responsible for billing, it’s easy to create an account, put them on a low-cost plan, configure a simple integration and teach them how to alter the setup. Its webhook-based setup is perfect for many simple use cases and there’s no reason to use a more complex or expensive solution.
However, if you have integrations that are increasingly complex (involve parsing, multiple non-linear steps, the integration of non-native APIs), significant in overall volume/data or require additional features (time delays for API limits), Zapier likely isn’t your best choice. Other integration platforms offer higher levels of customization and capability, though they’re typically significantly more complex and expensive.
The bots are fantastic, so many to use to really increase functionality
User friendly for those who are first time users, and the system just gets easier and easier to use with experience
The email notifications for bot failures are very much appreciated, we know right away if something is not functioning
The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned
Regular updates to the platform for improve functionality
Ease of use - multiple people in the organization can set up and run Zaps per their specific use cases without much training.
Connectivity - Zapier is able to connect to multiple applications we use on a regular basis.
Functionality - Zapier provides embedded functionality within the app itself (email, data conversion), but also appropriate triggers and actions for apps it connects to.
Versatile - Zapier can execute complicated and simple tasks and thus has many use cases.
On occasion, bots need to be reset/removed in order to work.
I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person.
Being able to assign fields while in the field editor would be helpful!
It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).
Zapier is very user-friendly. They walk you through each step of the zap-building process in an orderly and easy to understand way. Each step of the zap is tested before moving onto the next step. For simple zaps, you can have them up and running within minutes. For more complicated zaps, it may take some experimentation, but Zapier is there to help you troubleshoot.
I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
Before we purchased Zapier, I contacted support and asked them if Zapier could support my intended workflow (this is actually a selection on their support form - awesome). Within 2 hours, I was contacted by a support team member who seemed sure it would work, but granted me premium access for 2 weeks to try it out for myself. Sure enough, it did! Ever since then, support has replied rapidly to any problems I have experienced and answered my questions within a few sentences.
We had been unable to get much attention from DocuSign support/sales when we decided we wanted to connect forms to Salesforce. I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in DocuSign myself, but my users tell me that airSlate forms are much cleaner.
