Equitrac Bot
Use our Equitrac Bot to automate monotonous marketing work and get more time to focus on complex projects. Streamline and scale your efforts with automation.
Try automation, it’s free!
Please note: Equitrac 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 required to develop an atmosphere of transparency and accountability
airSlate gives you the instruments required to develop an atmosphere of transparency and accountability. It’s Equitrac Bot allows users to design and automate the most problematic workflows. Making use of the perfect answer reduces bottlenecks and manual assignments.
What the Equitrac 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 Equitrac Bot
Use the Bot to create flexible workflows that keep you in control processes, not the other way around. With our automation Bot, connect the business productivity alternatives you already use without the need to code. Organize and automate workflows in a few simple steps.
Get your automated workflows up and running in minutes with the Equitrac Bot. No coding required.
Step 1
Install and configure the Bot
Select the Equitrac Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Equitrac 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 Equitrac 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 Equitrac Bot in action.
Install Equitrac Bot to automate your workflow
How to use the Equitrac Bot
airSlate gives you everything you need to boost advanced functions inside a single integrated environment operated by enhanced automation Bots. On account of progressive technologies in robotic process automation (RPA) you can easily simply automate most of your business utilizing the distinctive no-code Equitrac Bot.Equitrac logo.
Set up your automated workflow in only a couple of clicks:
- 1.Sign in to your secured airSlate Workspace or add the new one. Equitrac logo.
- 2.Generate a unique Flow and add at least one Document Flow. Icanotes.
- 3. When your documents are prepared, go on the Bots menu. Find the Equitrac Bot in the list and select it.
- 4. Create issues (when it’ll be triggered) and chart fields.
- 5. Set and identify conditions that’ll result in the Bot (Recipient/Date/Flow). Icanotes.
- 6. Finish by tapping Apply setup.
By spending just 10 minutes of your time configuring the Equitrac Bot, get access to a world of simplified work .Equitrac logo. Integrate with all of the most common programs like Google Drive, DropBox, Salesforce, HubSpot, etc. Improve the way you automate by getting started now.
Other Bots often used with the Equitrac Bot
How to setup and apply Equitrac Bot to your workflow
No-code automation shows a brand new approach in running a business process managing. Now, any business, regardless of sizing and market, can get rid of the most recurring and administrator activities. Reduce expenses, save time, and raise productiveness. Get rid of the superstition that you desire lots of money or years of programming expertise to improve functions. With airSlate, every thing is much easier. The all-in-1 program enables you to execute any workflow when Bots take control of manual responsibilities. Take full advantage of functions running instantly without the need of human being assistance and really feel comfortable realizing files and data files are now being routed involving solutions and end users 24 / 7.
Observe how effortless it is to apply the Equitrac Bot and apply it to your Stream straight forward:
- Sign in in your accounts. When you don't have 1 but, sign-up 1.
- Commence configuring your Stream or make a completely new one.
- Check out the Bots section and choose the Equitrac Bot in the dropdown checklist.
- Road map out job areas and tailor the configurations in your targets.
- Establish setup situations to establish if you want the Bot to behave.
- Take full advantage of Superior configurations to cover distinct needs without the need of implementing additional tools and remedies.
- Click on Utilize set-up and proceed to the exam operate.
- Build a Flow and deliver your Stream.
Additionally, you can keep track of the path for any file in click throughs. Look into your Stream configurations and look the Bots log to ensure that your Equitrac Bot is working. airSlate offers every Stream with transparent managing, in order to ensure that is stays updated without the need of advanced abilities in RPA technology. If you're prepared to enhance the overall structure of your company, airSlate is really a intelligent decision. Get started these days!
