Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Create Magento 1.x Records 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 the Create Magento 1.x Records Bot
Install and configure the Bot to create a new Magento record from completed documents like contracts, sales invoices, and proposals.
Export Custom Values to Create Magento 1.x Records Bot
Get your automated workflows up and running in minutes. No coding required.
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 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

Budget Approval
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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.
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Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
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Travel Insurance Request
The Travel Insurance Request Flow is used by industry professionals to automate the process of collecting documents, allowing insurance professionals to quickly gather data from multiple sources.
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Other Bots often used with the Create Magento 1.x Records Bot
Speed up repetitious tasks without a single line of code
Use Create Magento 1.x Records Bot
Start a new Flow and import samples or create templates right on the platform to activate the Bots option. Choose a needed Bot from the list.
Set it up
Open the Bot adjustment. Complete all the required fields to customize general and advanced settings. Consider indicating activation conditions to protect yourself from false activations (you can add a few conditions).
Investigate how it works
Execute the workflow and discover the outcomes. Ensure the software robots operate appropriately. If something fails, look into the Bots log to correct the mistakes and execute your Flow once more.