Extract from ClientPoint Bot

Not sure if ClientPoint or VisibleThread Docs is best for your business. Not sure if Proposify, ClientPoint, or Proposable is best for your business

Try automation, it’s free!

Not sure if ClientPoint or VisibleThread Docs is best for your business. Not sure if Proposify, ClientPoint, or Proposable is best for your business

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

Optimize, control, and track all of your work within one unified digital Workspace with airSlate

Optimize, control, and track all of your work within one unified digital Workspace with airSlate. Get access to a platform that takes the best RPA practices and uses them to create amazing workflow automation. Keep it smart with the Extract from ClientPoint Bot.I Take full control over your workflows, no matter how unpredictable or complex they might be. Embrace the power of an agile workflow automation platform - airSlate. It’s set with the best features like the Extract from ClientPoint Bot for routing data.
What the Extract from ClientPoint Bot does
Use the Bot to connect the different business productivity solutions you already use without having to code. It helps you automate the most complex workflows and simplifies in-team/cross-team collaboration. Never lose deals or slow down processes because of typos again.
When to use the Extract from ClientPoint 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 methods 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 Extract from ClientPoint Bot. No coding required.

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Step 1
Install and configure the Bot
Select the Extract from ClientPoint Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Extract from ClientPoint 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 Extract from ClientPoint 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 Extract from ClientPoint Bot in action.
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Install Extract from ClientPoint Bot to automate your workflow

How to use the Extract from ClientPoint Bot

By using airSlate, you can also make unique, transparent workflows that will help your teams control critical processes in a single integrated and safe Workspace. Our innovative no-code tools, like the Extract from ClientPoint Bot, will help you be a lot more effective and stay away from problems when working remotely.

Follow the following instruction guide to set up document process automation in your current company and obtain extra from the issues you already accomplish:

  • 1.If you don’t have an airSlate account, register and sign in.
  • 2.Start a Flow from the beginning or view the Flow catalogue to select from the list of pre-built layouts.
  • 3. When your docs are all set, go to the Bots menu. Find the ClientPoint Bot in the list and select it.
  • 4. Select Settings ->General/Advanced to manage it.
  • 5. Add execution issues and advanced settings (optional).
  • 6. Tap Apply setup to activate the triggers you included.

Align objectives, set up the Extract from ClientPoint Bot and easily manage deadlines to keep your teammates on the same page.

How to create and implement Extract from ClientPoint Bot into the work-flow

No-program code automation signifies a fresh technique running a business approach managing. Now, any business, irrespective of dimensions and sector, can get rid of the most repetitive and administrator tasks. Lessen fees, save time, and boost productivity. Discard the superstition that you desire lots of money or years of development experience to speed up processes. With airSlate, almost everything is much simpler. The all-in-one platform permits you to implement any work-flow when Bots take control of manual tasks. Take full advantage of processes that run instantly without the need of individual involvement and feel comfortable understanding paperwork and data files are increasingly being directed involving methods and users 24 hours a day.
Observe how effortless it is to use the Extract from ClientPoint Bot and implement it into the Flow hassle free:
  1. Sign in for your profile. Should you don't have one yet, sign-up one.
  2. Start off configuring your Flow or make a completely new one.
  3. Check out the Bots section and choose the Extract from ClientPoint Bot in the dropdown collection.
  4. Map out fields and customize the options for your goals.
  5. Create rendering problems to establish if you want the Bot to behave.
  6. Take full advantage of Superior options to cover specific needs without the need of applying additional equipment and solutions.
  7. Click Utilize set-up and go to the exam operate.
  8. Develop a Flow and deliver your Flow.
Additionally, you are able to keep track of the route associated with a file in clicks. Have a look at your Flow options and check the Bots sign to make certain that your Extract from ClientPoint Bot is operating. airSlate supplies each Flow with transparent managing, to help you ensure that it stays up to date without the need of sophisticated skills in RPA modern technology. If you're ready to enhance the entire composition of the company, airSlate can be a wise choice. Get started nowadays!
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