Create Magento 2.x Records
Save time and grow your business faster by automatically creating Magento records with the Create Magento 2.x Records Bot. No need for coding or manual data entry.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 automatically create a new contact, product description, or order record in Magento based on the collected information from the contact form, order form, etc.
- Author airSlate Inc.
- Setup duration 7-13 min.
- Used in 79 Flows
- Used in 56 Workspaces
- Installed 421 times in the last 30 days
- 99% success rate
Get the Bot up and running in minutes. 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 the new record will be created. Then specify what information from the document will be used to create the 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 range from a specific date, document data, user roles, email, or name. E.g., select the signature field in a new contact form and tell the Bot to create a new Magento record when this field has been signed.
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 2.x Records in action
Item Purchase Request Flow
Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.
Sales Order Flow
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Sales Quotation Flow
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Install the Create Magento 2.x Records to automate your business interactions
Pre-fill from NetSuite records Bot Prefill from NetSuite records Hide signatures Bot Choose whether to save signatures and initials Pre-fill from Salesforce records with SOQL Bot Pre-fill from Salesforce Records with SOQL Bot Slack notification postfinish Bot Notify teammates in Slack Webhook postfinish Bot Select an external URL for where your data is transferred Text message notification postfinish Bot Notify teammates via text message Mailchimp add recipient to audience Bot Add recipient emails to your Mailchimp audience Set signature type Bot Select how you want your documents to be e-signed