Store

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Overview

The Store step saves documents or data from your flow to an external destination. It persists flow outputs — such as generated or signed contracts — into Chamelio’s Vault, the Contracts repository, or Salesforce. Use Store when you need to write the results of a flow to a system of record. It does not create a task or produce a new output document — it’s a write-only step.

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Use When

• You want to save a generated or signed document to the Vault or Contracts repository
• You need to write flow data back to a Salesforce record after processing
• You’re archiving finalized agreements at the end of a workflow
• You want to map extracted or collected data to fields in an external system

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Configuration Options

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Store Destination

Choose where the output should be stored:

• Vault — saves one or more files into a specified Vault folder
• Contracts — saves files into the Contracts repository; flow variables can be mapped to contract metadata with Map Fields
• Salesforce — writes flow data back to a record. Select the primary object by its Salesforce Record ID, then map flow variables to the fields you want to update

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Files to Store

Available for Vault and Contracts destinations. Select which files from the flow to save — documents produced by a Generate step, collected during a Collect step, or attached at Intake. Add multiple files with Add File.

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Field Mapping

Available for Contracts and Salesforce destinations, via Map Fields. For Contracts this populates contract metadata; for Salesforce, select the source variable and the Salesforce field to update.

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Example

A flow generates an MSA and collects a signed copy. The Store step is configured with Destination: Contracts, Files to store: @Generate1.Document, and field mapping “Customer Name” → @Intake.CustomerName, “Contract Term” → @Intake.ContractTerm. The signed MSA is saved to the Contracts repository with those fields populated from Intake.