😎Archive your clients, so they are hidden from the clients tab but not deleted

Try automation, it’s free!

😎Archive your clients, so they are hidden from the clients tab but not deleted

Try automation, it’s free!
Please note: 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.

AirSlate allows users to operate faster and more efficiently with a Workspace created for effective, digital cooperation

AirSlate allows users to operate faster and more efficiently with a Workspace created for effective, digital cooperation. Making use of Bot companies of all sizes have been maximizing their information routing workflows. Give airSlate’s automation features a try and arrange higher ROI with extensive DPA instruments.
What the Bot does
Use the Bot to supercharge your workflow automation experience. It speeds up in-team collaboration across all departments. It takes just a few minutes to set the Bot up and integrate it into your existing system without a single line of code.
When to use the Bot
Set up the Bot to connect business productivity applications, 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 Bot. No coding required.

Step 1
Install and configure the Bot
Select the Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Bot to your workflow and start configuring it without coding or APIs.
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the 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 Bot in action.
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Install Bot to automate your workflow

How to use the Bot

AirSlate is a unique workflow automation choice that integrates with a great number of systems and products, notably CRM, ERP and cloud storage systems via automation Bots. By utilizing just the Bot organizations gain instant qualitative improvements; fewer issues, increased procedure transparency, and general quality.

Manage your automated workflow in just some clicks:

  • 1. Enter your account and choose a Workplace from the list.
  • 2. Generate a Flow and get a new document.
  • 3. Select Bots to view the ones that are available, including the Bot.
  • 4. Next, select Settings and identify both General and Advanced.
  • 5. Add causes, advanced options, and join with an external database if wanted.
  • 6. Select conditions and press Apply setup.

Don’t delay anymore, get full use of the easy-to-configure Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs.

How to set up and put into practice Bot into your work-flow

No-computer code automation signifies a brand-new technique in operation method administration. Now, any business, irrespective of dimensions and market, can eliminate the most repetitive and administrative tasks. Lessen charges, save time, and improve productivity. Discard the superstition that you require a fortune or numerous years of coding experience to automate processes. With airSlate, every little thing is less difficult. The all-in-a single platform allows you to execute any work-flow whilst Bots take control manual obligations. Take advantage of processes running instantly without human intervention and feel self-confident understanding files and data files are increasingly being directed involving solutions and customers 24 / 7.
See how simple it is by using the Bot and put into practice it into your Circulation straight forward:
  1. Log in to the accounts. When you don't have a single however, sign-up a single.
  2. Start off configuring your Circulation or make a replacement.
  3. Proceed to the Bots portion and choose the Bot from your dropdown collection.
  4. Guide out job areas and modify the settings to the objectives.
  5. Determine setup problems to establish when you need the Bot to do something.
  6. Take advantage of Superior settings to pay for distinct needs without making use of added resources and remedies.
  7. Simply click Utilize setup and go on to the test run.
  8. Develop a Flow and distribute your Circulation.
Furthermore, it is possible to path the route of any record in clicks. Check out your Circulation settings and check the Bots sign to make sure that your Bot is functioning. airSlate provides every single Circulation with clear administration, to help you keep it updated without sophisticated skills in RPA technologies. If you're prepared to enhance the overall structure of the organization, airSlate is really a smart option. Get moving today!
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