Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Create Magento 2.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 2.x Records Bot
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.
Export Custom Values to Create Magento 2.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 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 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 Bot in action
Item Purchase Request
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.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Other Bots often used with the Create Magento 2.x Records Bot
Speed up repetitive activities with no code
Employ Create Magento 2.x Records Bot
Start creating a new Flow and transfer forms or create documents right in the system to initialize the Bots option. Find and choose an appropriate software robot from the list.
Set it up
Open the Bot configuration menu. Complete all of the required fields to personalize general and advanced settings. Consider determining activation circumstances to protect yourself from false activations (you can add a few circumstances).
See the way it works
Execute the workflow and check the outcomes. Ensure the software robots are operating properly. If something doesn’t work, look into the Bots log to correct the mistakes and execute your Flow once again.
