Bots
Automation, data movement, permission control, and integration.
General bot setup information
Learn how to setup automation process.
Bot execution conditions
Bots in workflow diagram
Bots log
Bot setup glossary
Share direct link to a specific step
Automations
Learn how to set up internal airSlate WorkFlow bots
Add tags bot
Add watermark bot
Create technical revision bot
AI Data Extraction bot
Email on documents completion bot
Email on documents opening
Fax completed documents bot
Forbid declining revision bot
Forbid discarding changes bot
Forbid saving as draft bot
Hide signatures
Merge completed documents to PDF bot
Pre-fill autonumbers bot
Pre-fill from another workflow bot
Pre-fill from doc to doc bot
Pre-fill with custom values bot
Redirect recipients to website
Rename document bot
Rename workflow instances on completion bot
Rename workflow instances during signing process bot
Remind recipients to complete documents
Revoke access to role bot
Remind to run workflow bot
Send custom reminder bot
Set signature type
Show сonditional document bot
Split PDF Document bot
Autostarts
Enable the autostart option in your workflow to automatically trigger documents sending.
Add autostart to your workflow
Scheduled start from Excel file
Send documents after Google Sheets update
Send documents after Microsoft 365 Excel update
Start a process scheduled from Airtable
Start a process scheduled from Google Sheets
Send documents pre-filled with data from another workflow
Send documents with Scheduled start
Airtable bots
Get aquatinted with the Airtable bots setup.
Export attachments to Airtable bot
Export to Airtable bot
Export custom values to Airtable
Pre-fill dropdowns from Airtable
Pre-fill from Airtable bot
Creatio bots
Check the list of available WorkFlow bots for Creatio.
Create Creatio records bot
Export to Creatio record bot
Pre-fill from Creatio records
Update Creatio records bot
Create smart links
HubSpot bots
Setup guides for HubSpot bots
Create HubSpot records
Export to HubSpot
Update HubSpot records
Dynamics 365 bots
Setup guides for Dynamics 365 bots
Create Dynamics 365 records
Export to Dynamics 365 record
Invoke Dynamics 365 workflow on completion
Pre-fill from Dynamics 365 records
Pre-fill Dynamics 365 record attachments
Pre-fill from Dynamics 365 via FetchXML
Send documents to MS Dynamics 365 contacts
Update Dynamics 365 records
Use case: Pre-fill from Dynamics 365 records bot + Power Automate connector
NetSuite bots
Setup guides for NetSuite
Create NetSuite records
Export to NetSuite
Invoke NetSuite workflow on documents completion
Notify NetSuite contacts on documents completion
Notify NetSuite contacts on documents opening bot
Pre-fill from NetSuite records bot
Pre-fill NetSuite record attachments bot
Send documents to NetSuite contacts bot
Update NetSuite records bot
Pipedrive bots
Integrate airSlate with Pipedrive to automate your sales and document workflows.
Create Pipedrive records bot
Pre-fill from Pipedrive records bot
Pre-fill Pipedrive record attachments bot
Send documents to the Pipedrive contacts bot
Update Pipedrive records bot
QuickBooks bots
Integrate airSlate with QuickBooks to automate your accounting and financial workflows.
Create QuickBooks records bot
Export to QuickBooks record bot
Pre-fill from QuickBooks bot
Update QuickBooks records bot
Salesforce bots
Automate and optimize your Salesforce workflows with airSlate bots.
Export to Salesforce bot
Invoke Salesforce process on document completion bot
Pre-fill dropdowns from Salesforce bot
Pre-fill from Salesforce records bot
Send documents to Salesforce contacts bot
Update Salesforce record
Webhook bots
Learn how to set up webhook bots.
Send webhook on documents opening
Send webhook on documents completion bot
Run workflow from external event
UiPath bots
Check the list of available airSlate bots for UiPath.
Invoke UiPath process on document completion bot
Pre-fill from UiPath records bot
Other integrations bots
Learn how to set up bots for different integrations.
Create Freshservice records bot
Notify MS Teams contacts on documents completion bot
Notify MS Teams contacts on documents opening
Pre-fill from Excel spreadsheets bot
Pre-fill from monday.com bot
Pre-fill from MySQL bot
ServiceNow bots