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Export Custom Values to Formstack Documents Bot

Export Custom Values to Formstack Documents Bot

Name: Export Custom Values to Formstack Documents Bot
Brand: airSlate
Rating: 4.5 (37 reviews)

Reduce manual data entry and improve data accuracy and consistency. Automatically transfer custom data from documents and processes to your Formstack Documents with the Export Custom Values to Formstack Documents Bot.

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Developed by

airSlate Inc.

4,5 out of 5

(37 votes)

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Setup duration 5-10 min.

What the Export Custom Values to Formstack Documents Bot does

The Bot exports custom values to the corresponding fields of Formstack Documents based on the ‘if-this-then-that’ conditions you set.

When to use the Export Custom Values to Formstack Documents Bot

Install and configure the Bot to automate the process of transferring custom data such as the date of signing or any manually entered details in Formstack Documents.

Export Custom Values to Export Custom Values to Formstack Documents Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings

First, connect to your Formstack Documents account. Once connected, select the document you need. Then, match the custom values of your document with the fields in the Formstack document and enter the custom data you want to export.

Note: To install and configure Bots, start by creating a workflow.

Add conditions for when the Bot will act

Define what will trigger the Bot to act. Triggers can be a specific date, document data, user roles, an email, or a name. For example, select document fields and tell the Bot to export custom values when these fields have been filled out.

Get custom values exported to your Formstack Documents

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the manually entered data will be exported to the Formstack Documents fields you’ve specified.

Try pre-built workflows to experience the Export Custom Values to Formstack Documents Bot in action

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HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.

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Install the Export Custom Values to Formstack Documents Bot to automate your document workflows

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Eliminate repetitive activities without having to write code

Employ Export Custom Values to Formstack Documents Bot

Start creating a new Flow and import forms or create templates right in the system to activate the Bots option. Find a needed software robot from the list.

Configure it

Open the Bot adjustment menu. Complete all of the required fields to personalize general and advanced options. Don’t forget about indicating activation circumstances to prevent false activations (you can include several conditions).

Investigate the way it works

Execute the workflow and check the results. Make sure the software robots are operating correctly. If something doesn’t work, check the Bots log to fix the errors and execute your Flow again.