Pre-fill from SugarCRM Records
Streamline data entry processes while maintaining information accuracy and accountability. Automatically populate documents with data from the SugarCRM record of your choice using the Pre-fill Flow from SugarCRM Records Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from SugarCRM records to documents 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 information from your SugarCRM records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 75 Templates
- Used in 65 Workspaces
- Installed 312 times in the last 30 days
- 96% success rate
Get your automated workflows up and running in minutes with the Pre-fill from SugarCRM Records. No coding required.
Map fields in a document with data in a system of record
Configure Bot settings
First, connect to your SugarCRM account. Once connected, select a SugarCRM base module, related modules (if any), and a starting record (if needed). Then, choose the document you want to populate with SugarCRM data and connect its fields to a corresponding record.
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., select a recipient role and tell the Bot to pre-fill a contract with data from a SugarCRM record when the recipient for that role opens the document.
View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with 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 your SugarCRM records.
Try pre-built workflows to experience the Pre-fill from SugarCRM Records in action
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Sales Incentive Claim Process
The Sales Incentive Claim Process Flow is used by Sales Departments to automate the process of reviewing sales incentive claims for newly completed orders.
The Vendor Enrolment Flow is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.
Install the Pre-fill from SugarCRM Records to automate your document workflows
Other Bots often used with the Pre-fill from SugarCRM Records
Update SugarCRM Records Export to SugarCRM Create SugarCRM Records Hide Signatures Rename Flow Bot Remind Recipients to Complete Documents Bot
Automate repetitive tasks without a single line of write code
Employ Pre-fill from SugarCRM Records Bot
Begin a new Flow and import forms or create documents right in the system to initialize the Bots option. Find an appropriate Bot from the list.
Set it up
Open up the Bot adjustment. Fill out all of the required fields to define general and advanced options. Consider determining activation conditions in order to avoid false activations (you can include several conditions).
Figure out the way it operates
Implement the workflow and discover the outcomes. Ensure the software robots operate appropriately. If something goes wrong, look into the Bots log to correct the errors and run your Flow once again.