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.