Please note: Pre-fill from Xero 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 is a holistic platform that connects people and their company processes via RPA and DPA instruments

airSlate is a holistic platform that connects people and their company processes via RPA and DPA instruments. Its effective automation Bots, like the Pre-fill from Xero Bot, engages teams and makes them more collaborative, and more on top of their work. Try it yourself.
What the Pre-fill from Xero 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 Pre-fill from Xero Bot
Use the Bot to automate workflows, even the most complex ones. With airSlate, a powerful workflow automation platform, eliminate tedious tasks, freeing employees to focus on higher-value work. Business process automation tools are a great way to show your team that your company is moving in the right direction.

Get your automated workflows up and running in minutes with the Pre-fill from Xero Bot. No coding required.

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

How to use the Pre-fill from Xero Bot

airSlate is a exceptional workflow automation solution that integrates with a large number of systems and solutions, especially CRM, ERP and cloud storage systems via automation Bots. By using just the Pre-fill from Xero Bot firms gain immediate qualitative upgrades; fewer problems, advanced process transparency, and general high quality.

Give your team what they need and carry out the Pre-fill from Xero Bot:

  • 1.Create an airSlate profile or sign in.
  • 2.Build a Flow with a new Document Flow or use a ready-made template.
  • 3. Select Bots and pick the Pre-fill from Xero Bot from the selection.
  • 4. To set triggers, select Settings.
  • 5. Set up circumstances to trigger the microprogram.
  • 6. Tap Apply setup to stimulate the triggers you included.

Align goals, set up the Pre-fill from Xero Bot and easily manage deadlines to keep your teammates on the same page.

How to put together and apply Pre-fill from Xero Bot in your work-flow

No-computer code automation symbolizes a brand new approach in running a business process managing. Now, any company, no matter sizing and market, can remove the most repeated and admin duties. Reduce fees, save time, and boost efficiency. Dispose of the superstition you need a fortune or several years of coding experience to systemize procedures. With airSlate, everything is less difficult. The all-in-1 foundation permits you to carry out any work-flow whilst Crawlers take control of guidebook obligations. Take full advantage of procedures running instantly without having individual involvement and feel comfortable being aware of papers and data files are now being routed involving solutions and users 24 / 7.
Find out how easy it is to use the Pre-fill from Xero Bot and apply it in your Movement straight forward:
  1. Sign in to your account. If you don't have 1 nevertheless, register 1.
  2. Start off configuring your Movement or produce a completely new one.
  3. Proceed to the Crawlers segment and choose the Pre-fill from Xero Bot in the dropdown listing.
  4. Road map out job areas and customize the options to your goals.
  5. Establish performance situations to establish if you want the Bot to do something.
  6. Take full advantage of Innovative options to pay for particular needs without having using additional tools and options.
  7. Simply click Apply installation and go to the test run.
  8. Create a Flow and disperse your Movement.
Additionally, you can track the path of the record in click throughs. Take a look at your Movement options and view the Crawlers log to ensure that your Pre-fill from Xero Bot is working. airSlate provides each and every Movement with transparent managing, so that you can make it updated without having advanced skills in RPA technology. If you're prepared to increase the entire construction of your respective company, airSlate is a wise decision. Get going these days!
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