airSlate revolutionizes document management within UiPath processes by enabling automated document workflow creation, document generation, and sophisticated routing. Seamlessly set up your document workflow in airSlate, incorporating PDF templates, web forms, and no-code bots for dynamic data movement. Effortlessly pre-fill documents with data from cloud sources like Salesforce and Google Sheets, and configure advanced workflows for conditional document routing. Whether creating new CRM records or updating existing ones, airSlate empowers you to streamline document processes, significantly improving operational efficiency and data accuracy across your organization.

Integrate airSlate with UiPath for automated document workflows, document creation, and routing, enhancing process efficiency.

Airslate Integrations

airSlate allows you to add automated document workflows into your UiPath processes. With this activity, you can trigger automated document creation and routing in airSlate.

  

First, set up your document workflow in airSlate by adding documents and forms, defining workflow steps, and adding no-code bots for moving data. Within your airSlate flow, you can:

*   Create documents and packages of documents using powerful document generation, PDF templates and web forms
*   Pre-fill data into documents from multiple cloud sources, including Salesforce, MS Dynamics 365, NetSuite, and Google Sheets
*   Configure both simple and sophisticated document workflows to route your documents conditionally between internal and external recipients, as well as CRM contacts
*   Create new and update existing records in connected CRMs based on data entered into a document’s fillable fields

Then, to integrate this workflow into your UiPath process, add the airSlate activity using the following steps:

1.  In the airSlate application scope, add credentials and your airSlate workspace.
2.  In the activity, add airSlate Flow ID.
3.  Use custom entities to store record IDs if you would like to pass data from external systems to airSlate.  airSlate bots will use these IDs to pull data into the documents.

Integrate automated document workflows directly into your UiPath processes.

airSlate allows you to add automated document workflows into your UiPath processes. With this activity, you can trigger automated document creation and routing in airSlate.

  

First, set up your document workflow Template in airSlate by adding documents and forms, defining workflow steps, and adding no-code bots for moving data. Within your Template in airSlate, you can:

*   Create documents and packages of documents using powerful document generation, PDF templates and web forms
*   Pre-fill data into documents from multiple cloud sources, including Salesforce, MS Dynamics 365, NetSuite, and Google Sheets
*   Configure both simple and sophisticated document workflows to route your documents conditionally between internal and external recipients, as well as CRM contacts
*   Create new and update existing records in connected CRMs based on data entered into a document’s fillable fields

Then, to integrate this workflow into your UiPath process, add the airSlate activity using the following steps:

1.  In the airSlate application scope, add credentials and your airSlate workspace.
2.  In the activity, add airSlate Template ID.
3.  Use custom entities to store record IDs if you would like to pass data from external systems to airSlate.  airSlate bots will use these IDs to pull data into the documents.

airSlate: Automated Document Workflows

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