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Icertis Activities Package
by UiPath
0
Activity
<100
Summary
Summary
Icertis is a contract management platform that centralizes and streamlines the creation, execution, and management of contracts for businesses.
Overview
Overview
Icertis Contract Intelligence (ICI) is a contract management platform designed to centralize and streamline contract creation, execution, and lifecycle management, significantly improving visibility, compliance, and operational efficiency for businesses.
How It Works
To facilitate outbound automation between UiPath and Icertis, the connector establishes a secure, authenticated connection using the UiPath Connector for Icertis.
Before beginning your first automation, ensure you complete the steps outlined in the connector documentation’s Authentication guide.
Because objects such as suppliers, payment terms, purchase items and master data are customized per Icertis instance, the connector provides flexible standard activities that adapt to your specific data structure and workflow.
Activities
The Icertis activity package currently includes:
- Insert Record - Create a new record within the Icertis platform.
- List All Records - Retrieve a comprehensive list of all records in Icertis.
- Replace Record - Replace an existing record in the Icertis database.
These activities are compatible with UiPath® Studio Web and Studio Desktop versions 2023.10 and newer.
Features
Features
Additional Information
Additional Information
Dependencies
None
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