Create Magento 1.x Records Bot
Save time and ensure information accuracy by eliminating manual data entry. Create new Magento records using data from completed documents with the Create Magento 1.x Records Bot.Try automation, it’s free!
What the Bot does
The Bot creates a Magento record by transferring data from the document to the corresponding fields in the Magento record based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to create a new Magento record from completed documents like contracts, sales invoices, and proposals.
- Author airSlate Inc.
- Setup duration 7-13 min.
- Used in 83 Templates
- Used in 65 Workspaces
- Installed 289 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Create Magento 1.x Records Bot. No coding required.
Map Magento entity fields to document fields
Configure Bot settings
First, connect to your Magento account. Once connected, select the Magento entity and the related entity where a new record will be created. Then, specify what information from the document will be used to create a Magento record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, tell the Bot to run once the required fields in the document have been completed.
Get a Magento record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, data added to the document fields you have specified will be used to create a new Magento record.
Try pre-built workflows to experience the Create Magento 1.x Records Bot in action
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Post-visit patient satisfaction survey
The Post-visit patient satisfaction survey Flow is used by healthcare providers to streamline patient communication, automate medical form completion, approvals, data collection, and billing.
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Install the Create Magento 1.x Records Bot to automate your document workflows
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