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Create SharePoint List Records

Streamline your business processes with the Create SharePoint List Records Bot. Use the Bot to automatically create records based on data added to a document. No need for coding or manual data entry.
Try automation, it’s free!
What the Bot does
The Bot creates a SharePoint record by transferring data from a document to the corresponding fields in a record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically create a new contact, product, or order in SharePoint based on the collected information from your contact form, order form, refund form, and others.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 135 Templates
  • Used in 35 Workspaces
  • Installed 450 times in the last 30 days
  • 98% success rate
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Get your automated workflows up and running in minutes with the Create SharePoint List Records. No coding required.

Map fields in a document to the fields of your system record’s entity
Configure Bot settings
First, connect to your SharePoint account. Once connected, select the relevant entity and choose where the new record will be created. You can also select a related entity. Then, specify what information from the document will be used to create a new 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. E.g., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient opens the document.
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View the Bots log or use tags to check if the Bot ran successfully
Get a new 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, the information added to the document fields you’ve specified will be used to create a new SharePoint record.
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Install the Create SharePoint List Records
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Speed up repetitious tasks without a single line of code

Implement Create SharePoint List Records Bot

Start creating a new Flow and transfer samples or create documents right in the system to initialize the Bots option. Choose a wanted Bot from the list.

Set it up

Open the Bot configuration. Fill out all of the required fields to customize general and advanced settings. Don’t forget about indicating activation circumstances to prevent false activations (you can add several circumstances).

See the way it operates

Implement the workflow and check the outcomes. Make sure the software robots are operating properly. If something doesn’t work, look into the Bots log to correct the errors and execute your Flow again.
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