MarketplaceListingsCustom ActivityairSlate - Document Workflow Automation

airSlate - Document Workflow Automation

by airSlate, Inc.

0

27

airSlate - Document Workflow Automation

by airSlate, Inc.

0

Custom Activity

27

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:
  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.

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)

Publisher

airSlate, Inc.

Visit Publisher's Page

Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.0.0

Updated

11 May 2022

Certification

Silver Certified

Tags

docgen
airSlate
documents

Application

airSlate

Support

Email: support@airslate.com

Link: https://my.airslate.com/help-center

Technical support hours: We are here to answer your questions Mon-Fri 9am - 7pm EST.

Resources

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