This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Automatically import data from Creatio records to your WorkFlow documents.
Use case example: You need to send out updated contracts to your customers. Use the Pre-fill from Creatio records bot to retrieve basic information from your Creatio records and pre-fill contracts with it to save time on document completion.
How to set up
When the bot works by default:
The Pre-fill from Creatio records bot activates when a recipient opens or creates a document.
To add the bot to a step, click on the three dots menu
in the desired step and select Add bot to step.
Search for the bot you need by category or using the search bar. Then, install the bot to your workflow by clicking the Install bot button.
Connection settings:
To connect the bot to your Creatio account, click Connect in the Connection settings section.
You’ll be redirected to the page where you must provide your Creatio organization URL and account credentials. Copy the URL from your Creatio main page, which has to look like https://airslateinc.creatio.com. Once you complete the fields, click login.
Use the three dots menu in the connection settings to change the connection or disconnect the current account anytime.
Once connected, proceed to the next section.
Action settings:
In the Select objects and map fields section, choose the desired Creatio entity from the dropdown menu. If the destination is not available, ensure you have connected the proper account or check your access permissions.
Select a data transfer method. Single line method means that you transfer one data instance from field to field, such as Name, Email, and Address, while the table method transfers data from table to table, such as lists of customers or products.
Next, indicate which data must be transferred to the document by mapping entity fields and document fields.
In the dropdown, select entity fields from which pre-fill data will be taken and link them to the corresponding document fields. To map more fields, click Map another field and repeat the process.
Click Continue to proceed with the settings.
For cases when you start a workflow manually, in the Select starting record section, set up a lookup for the bot. This will help the bot correctly identify the record from which to take data. In the first dropdown, select the Creatio record field that will serve as the identifier. In the second field, indicate the value matching the record field. You can do it in two ways:
Type the value you need manually. For example, the name Emilly Sanders. In this case, the bot will only work when somebody named Emily Sanders completes the document.
Set document variables to take values from. Variables can be both document fields and document/recipient information depending on the case. For example, if we select the Name field from the document, the bot will work whenever the recipient’s name matches the name in your Creatio records. Thus, documents will be exported to every matching record with data from the corresponding recipient.
Add as many identifiers as you need by clicking Add search condition.
Add more conditions for records search by using AND and OR operators. For example, you can use AND to narrow down search results based on multiple criteria or use OR to broaden the search.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.