Extract from Phocas Software Bot

Launched in 2001, Phocas Software has thousands of customers across North America, Europe and Australia. Phocas academy. Book a demonstration with Phocas Business Intelligence Software. Phocas automation.

Try automation, it’s free!

Launched in 2001, Phocas Software has thousands of customers across North America, Europe and Australia. Phocas academy. Book a demonstration with Phocas Business Intelligence Software. Phocas automation.

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

airSlate gives you the tools needed to create an surroundings of visibility and responsibility

airSlate gives you the tools needed to create an surroundings of visibility and responsibility. It’s Extract from Phocas Software Bot allows users to design and automate the most complicated workflows. With all the perfect choice minimizes bottlenecks and manual projects.
What the Extract from Phocas Software Bot does
Use the automation Bot to create and sign documents online, generate approvals, and hit deadlines. When all of your documents and data are in one place, you can push and pull it from anywhere. Enjoy the most comprehensive document process automation Bot on the market.
When to use the Extract from Phocas Software 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 Extract from Phocas Software Bot. No coding required.

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

How to use the Extract from Phocas Software Bot

airSlate is a effective workflow automation software program that optimizes business processes by employing configurable microprograms, called automation Bots. They, and also the Extract from Phocas Software Bot increase overall performance, increase turnaround, decrease human faults, improve quality and compliance, save expenses and free up time for employees to give attention to creative, more useful tasks.Phocas academy.

Arrange the airSlate Bot to take your Flow to the next stage:

  • 1.Signup an profile in airSlate.
  • 2.Develop a new Flow and add information into it or construct them from nothing.
  • 3. Tap the Bot icon in the upper right-hand corner and pick the Extract from Phocas Software Bot from the catalog.
  • 4. To set up triggers, select Settings. Phocas academy.
  • 5. Learn what to do if the Bot fails (Go forward with Revision or Block Revision). Phocas automation.
  • 6. Click Apply set-up when finished. Phocas automation.

The Phocas Software Bot was made to help you get projects performed faster and more effectively .Phocas academy. Remove human-prone issues and improve your working processes today!

How to setup and put into action Extract from Phocas Software Bot in your workflow

No-program code automation shows a brand new approach in running a business method control. Now, any company, no matter what dimensions and industry, can remove the most repeated and management activities. Decrease expenses, save time, and improve efficiency. Dispose of the superstition that you need big money or years of encoding practical experience to speed up procedures. With airSlate, every little thing is much simpler. The all-in-one particular platform allows you to execute any workflow although Bots take control of manual obligations. Make the most of procedures running in real time without man intervention and truly feel self-confident knowing paperwork and files are directed involving methods and users 24 / 7.
Observe how easy it is to use the Extract from Phocas Software Bot and put into action it in your Stream straight forward:
  1. Log in for your bank account. Should you don't have one particular yet, sign up one particular.
  2. Start off configuring your Stream or produce a fresh one.
  3. Visit the Bots area and select the Extract from Phocas Software Bot from your dropdown listing.
  4. Guide out career fields and modify the adjustments for your objectives.
  5. Create execution circumstances to establish when you want the Bot to do something.
  6. Make the most of Innovative adjustments to cover particular requirements without applying more resources and alternatives.
  7. Just click Implement setup and proceed to the exam manage.
  8. Produce a Flow and spread your Stream.
In addition, you may keep track of the route of any document in clicks. Have a look at your Stream adjustments and check the Bots sign to make sure that your Extract from Phocas Software Bot is doing work. airSlate provides each Stream with clear control, to help you ensure that it stays up-to-date without superior abilities in RPA technological innovation. If you're ready to improve the whole construction of your organization, airSlate is actually a smart option. Begin right now!
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