This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Automatically redirect users to your website once they finish filling out documents.
Use case example: You’re organizing an event, which involves collecting applications from the participants. Once a participant completes the form, the Redirect recipients to website bot sends them to the page where they can download their entry ticket.
How to set up
When the bot works by default:
The Redirect recipients to website bot activates once the documents are completed by recipients specified in the step, after which this bot has been added.
Adding the bot to the diagram
To add the bot to your workflow, click the plus icon under the step, after which you’d like to put the bot on the diagram.
Then, select Bot from the list.
Search for the bot you need by category or using the search bar. Then, install the bot to your workflow by clicking Install bot.
Action settings:
In the bot settings, enter the URL where the recipients will be redirected and choose whether to open the website in a new tab by checking the respective option.
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.
Adding the bot to a step
Alternatively, add the bot directly to a specific step. Click on the step’s gear icon to open the settings.
Click on the Advanced settings section to unfold it. Then, activate the Redirect to website setting by moving the toggle.
In the bot settings, enter the URL where the recipients will be redirected and choose whether to open the website in a new tab by checking the respective option. Once ready, click Apply to save the changes.
