ClienTrax Bot

Build automated workflows using the no-code ClienTrax Bot. Unleash your team’s efficiency and elevate your customer experience with airSlate.
Try automation, it’s free!
Please note: ClienTrax 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 gives you the instruments needed to establish an surrounding of visibility and answerability

AirSlate gives you the instruments needed to establish an surrounding of visibility and answerability. It’s Central Bot allows users to design and automate the most advanced workflows. While using the right solution eliminates bottlenecks and manual assignments.
What the ClienTrax Bot does
Use the automation Bot to deliver robust functionality that's easy to configure, use, and extend across all channels for document process automation. It automates repetitive tasks that were previously handled by employees, and as a result, reduces human-prone errors. Enhance your workflows with the latest in DPA technology.
When to use the ClienTrax 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 ClienTrax Bot. No coding required.

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

How to use the ClienTrax Bot

AirSlate presents everything you need to improve advanced procedures within a single integrated environment powered by modern automatic Bots. As a result of progressive solutions in robotic process automation (RPA) you can simply automate most of your business utilizing the exclusive no-code Central Bot.Clientrax pricing.

Be among the list of ‘automated’ and begin saving your time and money:

  • 1. Create an airSlate account, log in, and launch a new Workspace.
  • 2. Develop a unique Flow and add at least one Document Flow. Clientrax pricing.
  • 3. Select Bots to view the ones that are obtainable, such as the Central Bot. Clientrax.
  • 4. To set invokes, select Settings.
  • 5. You have the accessibility of setting Advanced or General adjustments. Clientrax.
  • 6. Press Apply setup to complete the settings.

Configure the Central Bot and benefit from an elevated document Flow with fewer errors, quicker business processes, improved compliance, some more time and an overall better consumer and employee experience .Clientrax pricing.

Uncover a lot more opportunities for your personal enterprise with all the Central Bot

Are you feeling overwhelmed by information along with the in no way-ending channels of activities? Come up with a wise transfer and leave those to automation. Our cloud-based automation remedy features many Crawlers powerful sufficient to deal with almost any mundane information-weighty process usually done by mankind. Learn to create and obtain the best from the Central Bot by following the next recommendations.
How to create the Central Bot and systemize repeating and monotonous obligations
  1. Register an account if you are a newcomer to airSlate, or log in your existing one.
  2. Produce and modify your Work space. Feel free to create several office-particular Workspaces that you need.
  3. Click on the Moves tab around the kept generating a new one or sign up for a pre-existing one.
  4. Look at substantial local library of pre-treated document layouts, generate one from scratch, or publish your own personal kinds.
  5. Revise information to make it fillable by having wise job areas.
  6. Produce particular dependencies in between job areas through making them conditional.
  7. Choose the Central Bot in the local library and include it with your work-flow.
  8. Configure the Bot and add more the situations that'll ensure it is acted according to preset reason. Note that situations can be connected to consumer jobs, days and frequency and information.
  9. Look at and increase the Crawlers to systemize other areas of your own work-flow.
  10. Start the Movement and check if the Bot has become empowered correctly.
Now up to you. Improve your company's functions effortlessly and make use of the Central Bot along with other Crawlers to ease everyday document routine forever.
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We’ve got the answers to your questions

What does the ClienTrax Bot do?

The ClienTrax Bot is an essential tool within the airSlate document automation platform. It streamlines and automates various tasks related to client tracking and management. With the ClienTrax Bot, users can easily consolidate client information, track client interactions, and manage all client-related documents in one centralized location. This not only saves valuable time but also ensures accuracy and efficiency in client management. Trust airSlate to revolutionize your document workflow and elevate your business to new heights.

How does the ClienTrax Bot work?

The ClienTrax Bot is an integral part of the airSlate document automation platform, designed to streamline and automate client tracking processes. With the power of AI and machine learning, the ClienTrax Bot intelligently analyzes and organizes client data, ensuring accurate and up-to-date information. By eliminating manual tasks and improving accuracy, the ClienTrax Bot empowers organizations to focus on delivering exceptional client experiences and driving business growth. Trust in the expertise of airSlate and let the ClienTrax Bot revolutionize your client tracking workflows.

Do I need to code for setting up the ClienTrax Bot?

Setting up the ClienTrax Bot does not require coding. With airSlate's document automation platform, you can easily configure the bot without any programming knowledge. Our user-friendly interface allows you to customize the bot's behavior, actions, and triggers, making it simple to automate your document workflows. Plus, our platform offers a range of other features and integrations to enhance your organization's document processes.

How much time do I need to configure the ClienTrax Bot?

Configuring the ClienTrax Bot doesn't require a significant amount of time. With airSlate's user-friendly document automation platform, you can efficiently set up the bot to meet your specific needs. Whether you're a small business or a large organization, configuring the ClienTrax Bot is a straightforward process that can be completed in a timely manner. Trust airSlate to provide you with the tools and expertise to streamline your document workflow and save valuable time.