Pre-fill Slate from Insightly Records Bot
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your Insightly records to your documents with the Pre-fill Flow from Insightly Records Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from Insightly 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 Insightly records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 139 Templates
- Used in 50 Workspaces
- Installed 491 times in the last 30 days
- 100% success rate
Get your automated workflows up and running in minutes with the Pre-fill Slate from Insightly Records Bot. No coding required.
Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your Insightly account. 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., select an email address and tell the Bot to pre-fill an invoice with data from the system of record when a recipient 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 Insightly records.
Try pre-built workflows to experience the Pre-fill Slate from Insightly Records Bot in action
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Install the Pre-fill Slate from Insightly Records Bot to automate your document workflows
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Automate repetitious tasks without having to write code
Use Pre-fill Flow from Insightly Records Bot
Start creating a new Flow and transfer samples or generate templates right in the system to activate the Bots option. Find and choose a wanted Bot from the list.
Open the Bot configuration menu. Complete all of the required fields to customize general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can add a couple of circumstances).
Investigate how it works
Implement the workflow and check the results. Ensure that the software robots operate properly. If something goes wrong, check the Bots log to fix the mistakes and execute your Flow once more.