This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Populate PDF, DOCX, and HTML documents with Pipedrive records data in seconds. The process is the same for every document type. You can also use data from related records as well as data from Pipedrive entities.
Use case example: when finalizing a sales deal, you may need to create a quote. Use this bot to populate a quote with the customer’s info (name, billing address, etc.) and purchase details from Deals records in Pipedrive.
How to set up
When the bot runs by default:
The Pre-fill from Pipedrive records bot activates when a document is created or opened by a recipient. To add the bot, switch to the Bots tab directly in the step settings. Then, select Add bot to step.
Search for the Pre-fill from Pipedrive records bot. Then, install the bot to your workflow by clicking the corresponding button.
Connection settings:
To connect the bot to your Pipedrive account, select Connect in the Connection settings section.
Then, select and connect a Pipedrive account. You can also create and connect a new account (by clicking Add new connection).
Action settings:
Select a base entity in Pipedrive where you’d like to connect your workflow. A base entity is where the data for pre-filling a document’s fields is taken.
Select related Pipedrive entities if needed. A related entity is a child or parent entity of a base entity from which some additional data for pre-filling a document is taken. For example, select Activities as the base entity and Deals as a related entity.
Select a mode for pre-filling your document:
- selecting Single line allows for pre-filling single line fields
- selecting Table allows for populating table rows or arrays of data
Map Pipedrive record fields to document fields. Field mapping is the matching of Pipedrive record fields with the corresponding document fields.
Once done, select Continue.
In the Select starting record section, specify whether you need to use data from any matching record or from all matching records. Set up criteria for finding the starting record in Pipedrive. To do so, configure the lookup by matching the Pipedrive entity field and the corresponding value for finding the starting record.
Conditions
Define conditions for the bot to activate exactly as you need. When not defined, the bot will activate according to the default triggers (when the document is opened by recipients to fill it out).
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.