Pre-fill from MS Server SQL Bot
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your MS Server SQL database to your documents with the Pre-fill from MS Server SQL Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from the selected MS Server SQL database table to the document's fields based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with the MS Server SQL database information you need.
- Author airSlate Inc.
- Setup duration 7-13 min.
- Used in 75 Templates
- Used in 64 Workspaces
- Installed 386 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Pre-fill from MS Server SQL Bot. No coding required.
Map fields in a document with data in the MS Server SQL database table
Configure Bot settings
First, connect to your MS Server SQL account and select the database and table you intend to pull data from. Then, select the document you want to populate and connect the columns in your database table to the document fields.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to pre-fill an invoice with data from an MS Server SQL database table when the document is completed for the first time.
Get your document pre-filled with MS Server SQL data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with data from the selected MS Server SQL database table.
Try pre-built workflows to experience the Pre-fill from MS Server SQL Bot in action
Sales Invoice Flow
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Service Request Details Flow
The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.
Delivery Feedback Form Flow
The Delivery Feedback Form Flow is used by companies that operate online businesses to streamline their sales processes.