
Brightree Bot
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 workflows using 100+ no-code bots currently available in airSlate.AirSlate is an all natural platform that connects people and their company processes via RPA and DPA tools
Get your automated workflows up and running in minutes with the Brightree Bot. No coding required.
Install Brightree Bot to automate your workflow
Questions & answers
How to use the Brightree Bot
AirSlate is an exceptional workflow automation solution that incorporates with a great numbers of programs and products and services, notably CRM, ERP and cloud storage systems via automation Bots. By making use of just the Brighter Bot small businesses achieve instant qualitative advancements; fewer problems, increased method transparency, and overall top quality.Brightree api.
Be one of the ‘automated’ and start out saving your time and money:
- 1. Enter your account and pick out a Workplace within the list. Brightree api.
- 2. Make a new Flow and upload information to it or construct it from nothing.
- 3. Select Bots to check out the ones that are obtainable, such as the Brighter Bot. Brightree software.
- 4. Set problems (when it’ll be triggered) and map areas. Brightree software.
- 5. Set up conditions to lead to the microprogram.
- 6. Click Apply set-up to finish and test it.
By investing just 10 minutes of your time configuring the Brighter Bot, get access to a world of simplified work .Brightree api. Integrate with all the most favorite programs like Google Drive, Dropbox, Salesforce, HubSpot, etc. Improve the way you automate by getting started now.
Other Bots often used with the Brightree Bot
Open much more prospects for your personal organization using the Brighter Bot
- Sign up an account if you are a newcomer to airSlate, or log on to your pre-existing one particular.
- Create and individualize your Work area. You can put in place several office-particular Workspaces since you need.
- Go through the Passes tab on the still left to create a different one or become a member of a pre-existing one particular.
- Look at vast library of pre-made file web templates, produce one particular from the beginning, or add your personal types.
- Modify information making it fillable with the addition of clever job areas.
- Create particular dependencies involving job areas if you make them conditional.
- Choose the Brighter Bot from your library and add it to your workflow.
- Set up the Bot and put the circumstances that will help it become take action according to preset reasoning. Keep in mind that circumstances may be related to customer roles, days and consistency and information.
- Check out and increase the amount of Bots to speed up other regions of your respective workflow.
- Begin the Movement and look if the Bot has become enabled correctly.
