Active Trader Pro Bot

View all Fidelity Viewpoints articles about Active Trader Pro. Activetrader pro.

Try automation, it’s free!

View all Fidelity Viewpoints articles about Active Trader Pro. Activetrader pro.

Try automation, it’s free!
Please note: Active Trader Pro Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your Flows using 100+ no-code Bots currently available in airSlate.

Optimize, control, and observe all of your work within one unified digital Workspace with airSlate

Optimize, control, and observe all of your work within one unified digital Workspace with airSlate. Get access to a platform that takes the best RPA practices and uses them to create highly effective workflow automation. Keep it smart with the Active Trader Pro Bot.I Take full control over your workflows, no matter how unpredictable or complex they might be. Embrace the power of an agile workflow automation platform - airSlate. It’s full of the best features like the Active Trader Pro Bot for routing data.
What the Active Trader Pro Bot does
Use the automation Bot to create and sign documents online, generate approvals, and hit deadlines. When all of your documents and data are in one place, you can push and pull it from anywhere. Enjoy the most comprehensive document process automation Bot on the market.
When to use the Active Trader Pro Bot
Set up the Bot to connect business productivity tools, automate workflows, and boost performance. Use it for automating and connecting complex business processes. Manage all your projects, teams, and their data with a tool that reduces human-prone errors.

Get your automated workflows up and running in minutes with the Active Trader Pro Bot. No coding required.

picture-1
Step 1
Install and configure the Bot
Select the Active Trader Pro Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Active Trader Pro Bot to your workflow and start configuring it without coding or APIs.
picture-2
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Active Trader Pro Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the Active Trader Pro Bot in action.
texture 1texture 2texture 3

Install Active Trader Pro Bot to automate your workflow

How to use the Active Trader Pro Bot

airSlate is a unique workflow automation choice that incorporates with a multitude of tools and products, notably CRM, ERP and cloud storage systems via automation Bots. By utilizing just the Active Trader Pro Bot corporations get instant qualitative benefits; fewer complications, increased procedure transparency, and overall quality.Activetrader pro.

Give the team the things they ought to have and build the Active Trader Pro Bot:

  • 1.Sign in to your secured airSlate Workspace or add the new one.
  • 2.Complete a Flow from scratch or pick a layout.
  • 3. Whenever your documents are prepared, go to the Bots menu. Find the Active Trader Pro Bot in the list and pick it.
  • 4. Read about it prior to clicking Install Bot. Activetrader pro.
  • 5. You have the choice of setting Advanced or General functions. Simple trader pro.
  • 6. Finish by tapping Apply setup. Simple trader pro.

Don’t postpone any more, get full use of the easy-to-configure Active Trader Pro Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Activetrader pro.

How to create and apply Active Trader Pro Bot into your workflow

No-code automation signifies a brand new technique in operation procedure control. Now, any organization, irrespective of size and business, can get rid of the most recurring and administrator activities. Decrease costs, save time, and raise output. Throw away the superstition that you desire a lot of money or several years of encoding expertise to improve functions. With airSlate, almost everything is less difficult. The all-in-one particular foundation lets you execute any workflow although Bots dominate guide duties. Take full advantage of functions running instantly without human being intervention and sense self-confident realizing paperwork and files are being directed involving methods and users 24 hours a day.
Observe how simple it is to try using the Active Trader Pro Bot and apply it into your Flow non problematic:
  1. Log on to the profile. When you don't have one particular but, create an account one particular.
  2. Start configuring your Flow or create a completely new one.
  3. Check out the Bots portion and choose the Active Trader Pro Bot from your dropdown checklist.
  4. Chart out job areas and modify the configurations to the objectives.
  5. Create setup conditions to establish when you really need the Bot to do something.
  6. Take full advantage of Sophisticated configurations to pay for certain specifications without implementing extra equipment and options.
  7. Click on Apply setup and go to the exam work.
  8. Build a Flow and distribute your Flow.
In addition, you can path the path of the file in mouse clicks. Check out your Flow configurations and check the Bots log to ensure that your Active Trader Pro Bot is doing work. airSlate gives each and every Flow with transparent control, so you can keep it updated without superior abilities in RPA technology. If you're able to boost the complete construction of your company, airSlate is really a wise option. Get going nowadays!
Illustration for How to Guide section