# 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fv7HsFlUizEtjwU8MiHq2%2Fimage.png?alt=media&#x26;token=c5761677-4e60-45d2-a790-7ca8f2f1d829" alt=""><figcaption></figcaption></figure>

Then, select the workflow you wish to connect:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FNdQCiJpv74wKDMS6y8UC%2Fimage.png?alt=media&#x26;token=9da52239-e113-418d-9e4d-688eccdd45ba" alt=""><figcaption></figcaption></figure>

Here, we have selected "Sales Agreement":

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FTXnfPGiMwlOCtX6KLhdQ%2Fimage.png?alt=media&#x26;token=2560acfb-f670-48f6-9ade-fffe4067d13b" 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fs9OZDFngIhh464B0FXxJ%2Fimage.png?alt=media&#x26;token=a60fcf19-f1c0-4248-a58f-61f4d25bddcd" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FVqMVw23wAnzS16k5V2pj%2Fimage.png?alt=media&#x26;token=1238c468-8ecb-47a0-8e1b-12a8e8c8b554" 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FkU9rW8xAq6Kr4WvPlxks%2Fimage.png?alt=media&#x26;token=74453e1a-bf4c-4add-a69c-28b83e985292" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FhEdVInQCAdw4eEFRPw8O%2Fimage.png?alt=media&#x26;token=40dbcf8d-fc11-4cc2-9527-778eddf3f693" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fbirpz8BfFDNdc63TnkBc%2Fimage.png?alt=media&#x26;token=25af5e57-1a86-4aee-a390-0b8160e9c206" 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Flj5fQBk15IAq29UGJXWt%2Fimage.png?alt=media&#x26;token=7b421441-5739-48b4-ad7f-e09a336f5078" 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FZ369GCehDq3BgoNuQcZY%2Fimage.png?alt=media&#x26;token=3ccf1172-b1eb-43c5-a4a3-a92feda9c623" alt=""><figcaption></figcaption></figure>

This is what the link should look like after replacement:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fzblk5qYL2j2rqrGp8K39%2Fimage.png?alt=media&#x26;token=4e25feca-d1b0-46bb-98fa-c8f17cd41798" 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FI0e1oI5gp6MOuOkQRkWB%2Fimage.png?alt=media&#x26;token=62114efa-e1ae-4d2d-a305-87c2dcd2256f" alt=""><figcaption></figcaption></figure>

Then choose the relevant layout:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FEGjgwEGP1GTY2gA1hlux%2Fimage.png?alt=media&#x26;token=8a17b135-40bd-4e4f-9b3e-eaec72cd52f2" alt=""><figcaption></figcaption></figure>

Add a custom link to the Account as follows:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2F2lUIabDA2WSr4mut032U%2Fimage.png?alt=media&#x26;token=11bbf5c7-502e-4337-a7cf-a2524b53e0c7" 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="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FCdeqYLLzq2kxM3cCy97q%2Fimage.png?alt=media&#x26;token=930f8ece-d92f-47c8-95ef-0d07c20bc64f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2F3GsEVVCbx5TGKbwn0JeM%2Fimage.png?alt=media&#x26;token=3949e49d-0744-41fb-8e00-efbf7db65aeb" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FLcf5tc8of5ltQ1NQ4Cr6%2Fimage.png?alt=media&#x26;token=4cc93bf3-8526-4ff9-b281-fe770deb352d" alt=""><figcaption></figcaption></figure>

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