> For the complete documentation index, see [llms.txt](https://adminguidesgitbook.aerofiler.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://adminguidesgitbook.aerofiler.com.au/repository/integrations/external-workflows/direct-integration.md).

# 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:

<figure><img src="/files/heB2YUgwVwz0vib4zz6d" alt=""><figcaption></figcaption></figure>

Then, select the workflow you wish to connect:

<figure><img src="/files/o3qXKjXw3cu86wrClqIz" alt=""><figcaption></figcaption></figure>

Here, we have selected "Sales Agreement":

<figure><img src="/files/8eH8kYm4VvFuNkIRoBms" alt=""><figcaption></figcaption></figure>

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":

<figure><img src="/files/i0MkMTz1CW8yU7hDEckc" alt=""><figcaption></figcaption></figure>

You should then be able to copy the link for use in the other application:

<figure><img src="/files/ZBmpf8PjnT2EhH9B87pB" alt=""><figcaption></figcaption></figure>

```
https://demo.aerofiler.com/approval/partial-contract?counterparty=[COUNTERPARTY]&startDate=[START DATE]&afEndDate=[END DATE]&contractValue=[CONTRACT VALUE]
```

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.&#x20;

**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:

<figure><img src="/files/WAt2QJaGAqMs3SwVhdW0" alt=""><figcaption></figcaption></figure>

Then, click on "Buttons, Links, and Actions":

<figure><img src="/files/7T1e7G2nHxyfSvbyTgTF" alt=""><figcaption></figcaption></figure>

Create a new button or link, and name it "Generate Contract":

<figure><img src="/files/adbM3qJOpZXWO6mMvbFv" alt=""><figcaption></figcaption></figure>

Then, paste in the link from Aerofiler and highlight the relevant field. In the example below, we are mapping to "Counterparty" in Aerofiler:

<figure><img src="/files/1qFOpiubxIkSOK2IDAVG" alt=""><figcaption></figcaption></figure>

You would then replace it with the relevant field in Salesforce. Here, we are mapping "Account Name" to "Counterparty":

<figure><img src="/files/sGObqRQL5rPjjozwcL06" alt=""><figcaption></figcaption></figure>

This is what the link should look like after replacement:

<figure><img src="/files/TblrtqWkRcYbhtvS2bVg" alt=""><figcaption></figcaption></figure>

You can then optionally map any further fields required.

**Adding a Link in Salesforce**

In Object Manager, click on Page Layouts:

<figure><img src="/files/PEQ5mtlP3cE6Guk0PKoh" alt=""><figcaption></figcaption></figure>

Then choose the relevant layout:

<figure><img src="/files/EKHngRnCr36oVcJ2ns8w" alt=""><figcaption></figcaption></figure>

Add a custom link to the Account as follows:

<figure><img src="/files/BXe0R4o0NUoEXvpBwBZE" alt=""><figcaption></figcaption></figure>

**Generating the Contract from Salesforce**

In an account, if you now click on details you will see an option to generate a contract:

<figure><img src="/files/eT7bwiuawupzdQBQYdaS" alt=""><figcaption></figcaption></figure>

This will direct you to Aerofiler, where you can select the applicable contract workflow:

<figure><img src="/files/thipNjHYfeulogViGJHx" alt=""><figcaption></figcaption></figure>

When you select the applicable contract workflow, any mapped fields should be automatically brought into Aerofiler:

<figure><img src="/files/czfgKN7VrxNaIZ4YQiDb" alt=""><figcaption></figcaption></figure>

More information about workflows is available [here](https://adminguides.aerofiler.com/approvals/workflow-setup).
