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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.

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Visual Basic

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8227f4d2-5bca-41b8-b441-e88e32cca757.zip

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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.

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6ade3337-6d7a-4959-aebe-950540588701.zip

Version	Release Date	Download Link
3.0.1	October 25, 2023
To keep up with the airSlate platform, we have updated the following terminology: Package name: CreateSlateActivity > CreateDocumentActivity Names and labels of the parameters: Flow Id > Workflow ID Record ID (Optional) > Record ID (optional) Entity Name (Optional) > Entity name (optional)
2.1.0	May 22, 2023
In the airSlate application scope, you can now select one of the airSlate environments: US or AU.
2.0.0	October 10, 2022
The app has migrated to .NET6, and can now be used in both Windows and Windows-legacy processes created in the UiPath Studio. The airSlate "Create Slate" activity has been renamed to "Run airSlate Flow". Add the "Run airSlate Flow" activity to your process to connect UiPath with airSlate Flows.
1.0.0	May 11, 2022
Add airSlate activity to your process, to connect UiPath with airSlate Flows. With airSlate activity, you can trigger automated document creation and routing in airSlate.
1.0.0	May 10, 2022
Add airSlate activity to your process, to connect UiPath with airSlate Flows. With airSlate activity, you can trigger automated document creation and routing in airSlate.
1.0.0	May 5, 2022
Add airSlate activity to your process, to connect UiPath with airSlate Flows. With airSlate activity, you can trigger automated document creation and routing in airSlate.
1.0.0	May 4, 2022
Add airSlate activity to your process, to connect UiPath with airSlate Flows. With airSlate activity, you can trigger automated document creation and routing in airSlate.
1.0.0	May 3, 2022
Add airSlate activity to your process, to connect UiPath with airSlate Flows. With airSlate activity, you can trigger automated document creation and routing in airSlate.
1.0.0	April 29, 2022
Add airSlate activity to your process, to connect UiPath with airSlate Flows. With airSlate activity, you can trigger automated document creation and routing in airSlate.

airSlate - Document Workflow Automation