PartnerTap Bot

Partner helps partners leverage data from CRM systems to boost business development. Partnertap.

Try automation, it’s free!

Partner helps partners leverage data from CRM systems to boost business development. Partnertap.

Try automation, it’s free!
Please note: PartnerTap 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 required to develop an atmosphere of transparency and accountability

AirSlate gives you the tools required to develop an atmosphere of transparency and accountability. It’s Partner Bot allows users to design and automate the most problematic workflows. Making use of suitable choice wipes out bottlenecks and manual projects.
What the PartnerTap 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 PartnerTap 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 PartnerTap Bot. No coding required.

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

How to use the PartnerTap Bot

Most workflow automation providers don't satisfy individual targets in regard to complexity and extra requires. airSlate is pretty different. Making use of it, you'll be able to work with many programs like the Partner Bot and simplify routine methods.Partnertap.

Manage your automated workflow in just a few clicks:

  • 1. Generate an airSlate Business Cloud account if you don’t have one and log in.
  • 2. Establish a Flow and create a new document.
  • 3. Import documents and configure the Partner Bot.
  • 4. To set up invokes, select Settings. Partnertap.
  • 5. Evaluate what to do if the Bot fails (Proceed with Revision or Block Revision). How to use partner bot.
  • 6. Click Apply set-up to finish and test it. How to use partner bot.

The Partner Bot is fast and easy to manage and presents you a powerful upper hand when it comes to automating your company’s most sophisticated workflows in a single Workspace .Partnertap.

How to set up and put into practice Partner Bot into the work-flow

No-program code automation represents a new approach in running a business method management. Now, any organization, no matter what dimensions and market, can take away the most repetitive and administrative jobs. Decrease charges, save your time, and raise productivity. Throw away the superstition that you desire big money or several years of development expertise to speed up functions. With airSlate, almost everything is much simpler. The all-in-one particular foundation allows you to implement any work-flow, although Crawlers take control guidebook responsibilities. Make the most of the functions running in real time without having man involvement and truly feel comfortable being aware of paperwork and files are now being directed in between techniques and users 24 / 7.
See how simple it is to apply the Partner Bot and put into practice it into the Circulation hassle-free:
  1. Log on for your accounts. Should you don't have one particular however, create an account one particular.
  2. Start configuring your Circulation or produce a fresh one.
  3. Check out the Crawlers portion and judge the Partner Bot in the dropdown collection.
  4. Road map out job areas and customize the configurations for your targets.
  5. Create setup problems to establish if you want the Bot to behave.
  6. Make the most of Superior configurations to pay for particular specifications without having using more instruments and remedies.
  7. Just click Utilize installation and proceed to the test run.
  8. Produce a Flow and distribute your Circulation.
In addition, you can track the path for any record in click through. Look into your Circulation configurations and look the Crawlers sign to make sure that your Partner Bot is functioning. airSlate provides every single Circulation with transparent management, so you can make it up-to-date without having superior abilities in RPA technologies. If you're ready to enhance the whole structure of your company, airSlate is actually a smart choice. Get started today!
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