CiviCRM Bot
Create automated processes using the no-code CiviCRM Bot. Civicrm user guide.
Try automation, it’s free!
Please note: CiviCRM 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 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 methods
AirSlate is an all natural platform that connects people and their company processes via RPA and DPA methods. Its successful automation Bots, like the CiviC RM Bot, engages teams and makes them more collaborative, and more on top of their work. Try it yourself.
What the CiviCRM Bot does
Use the Bot to build productive, automated workflows, that any employee can create and manage by themselves. Configuring the Bot is simple and only takes a few minutes. Simplify data routing processes.
When to use the CiviCRM Bot
Use the no-code Bot to manage all the moving pieces in your business processes. Increase collaboration between you, your team, and your customers/clients. The Bot eliminates repetitive actions and steps, freeing up your team's time and energy for more important tasks. Install it now to see workflow automation in action.
Get your automated workflows up and running in minutes with the CiviCRM Bot. No coding required.
Step 1
Install and configure the Bot
Select the CiviCRM Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the CiviCRM 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 CiviCRM Bot will run. Conditions can be based on data, dates, names, and user roles. Once the bot is enabled, run the workflow and observe the CiviCRM Bot in action.
Install CiviCRM Bot to automate your workflow
How to use the CiviCRM Bot
AirSlate supplies everything you need to enhance complicated operations within the single integrated environment powered by advanced automation Bots. Caused by impressive solutions in robotic process automation (RPA) you may without difficulty automate the majority of your business utilizing the distinctive no-code CiviC RM Bot.Civicrm user guide.
Follow the following instruction guide to use document process automation in your current organization and acquire more from the things you already conduct:
- 1. Create an airSlate account, log in, and launch a new Workspace.
- 2. Produce a new Flow and upload documents to it or create them from the beginning. Civicrm user guide.
- 3. Select Bots and select the CiviC RM Bot from the collection.
- 4. To set up sets off, select Settings.
- 5. Add setup conditions and advanced settings (optional).
- 6. Tap Apply setup to trigger the activates you integrated.
The CiviC RM Bot is fast and easy to set up and will provide you a powerful upper hand when it comes to automating your company’s most complex workflows in a single Workspace .Civicrm user guide.
Other Bots often used with the CiviCRM Bot
Discover a lot more opportunities for the business with the CiviC RM Bot
Do you feel stressed by data and also the by no means-ending streams of tasks? Make a wise move leaving these to automation.
Our cloud-structured automation solution capabilities many Bots sturdy ample to handle just about any mundane data-heavy task traditionally performed by mankind. Figure out how to create and get the best from the CiviC RM Bot by following these instructions.
How to set up the CiviC RM Bot and improve repetitive and boring obligations
- Sign-up a merchant account if you are new to airSlate, or log in your pre-existing 1.
- Generate and customize your Work environment. You may want to create as numerous department-specific Workspaces as you need.
- Go through the Moves tab around the left to produce a different one or be a part of a pre-existing 1.
- Explore the large library of reproduced record themes, generate 1 on your own, or upload your own personal types.
- Modify articles and make it fillable with the addition of wise career fields.
- Generate specific dependencies between career fields through making them conditional.
- Choose the CiviC RM Bot from your library and combine it with your work-flow.
- Configure the Bot and add the circumstances that'll ensure it is work depending on preset reasoning. Remember that circumstances could be connected to end user tasks, dates and frequency and data.
- Have a look at and add more Bots to improve other regions of the work-flow.
- Commence the Circulation and appearance in the event the Bot continues to be empowered effectively.
Now over to you. Streamline your company's procedures without difficulty and use the CiviC RM Bot and also other Bots to relieve everyday record regimen once and for all.
