airSlate - Document Workflow Automation
by airSlate, Inc.
0
37
airSlate - Document Workflow Automation
by airSlate, Inc.
0
Custom Activity
37
Summary
Summary
Overview
Overview
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:
- In the airSlate application scope, add credentials and your airSlate workspace.
- In the activity, add airSlate Flow ID.
- 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.
Features
Features
With the airSlate activity added to UiPath processes, you can trigger airSlate workflows that can:
- Generate documents and forms with data provided by UiPath as well as many other systems
- Send documents through the automated workflows for approval and signing
- Collect data and bring it back to UiPath
Additional Information
Additional Information
Dependencies
Code Language
C#, Visual Basic
Runtime
Windows Legacy (.Net Framework 4.6.1)
Technical
Version
1.0.0Updated
11 May 2022Certification
Silver Certified
Tags
docgen
airSlate
documents
Application
airSlate
Support
Email: support@airslate.com
Link: https://my.airslate.com/help-centerTechnical support hours: We are here to answer your questions Mon-Fri 9am - 7pm EST.
Resources
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English
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