Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Create SharePoint List Records 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 the Create SharePoint List Records
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.
Export Custom Values to Create SharePoint List Records
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Try pre-built workflows to experience the Create SharePoint List Records 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

Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
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

Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Other Bots often used with the Create SharePoint List Records
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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