cells-left cells-left

Pre-fill Slate from Magento 1.x record Bot

Automatically generate documents pre-filled with data from Magento records using the Pre-fill Slate from Magento 1.x Record Bot. No coding or manual data entry needed.
Try automation, it’s free!
What the Bot does
The Bot transfers data from a selected Magento record(s) to the specific fields of a PDF, DOCX template, or HTML form based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating new contacts or sales orders pre-populated with information from a Magento record.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 66 Flows
  • Used in 47 Workspaces
  • Installed 329 times in the last 30 days
  • 98% success rate
5.0
Star Rating

Get your automated workflows up and running in minutes with the Pre-fill Slate from Magento 1.x record Bot. No coding required.

picture-1
Map Magento entity fields to document fields
Configure Bot settings
First, connect to your Magento account. Once connected, select the Magento entity with the record you need to pull data from. Add search conditions to locate the starting record. Next, specify what information from the Magento record will be used to pre-populate the selected document.
Note: To install and configure Bots, start by creating a workflow.
picture-1
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 range from a specific date, document data, user roles, email, or name. E.g., select an email address and tell the Bot to pre-fill specific fields of the new contact form with data from a Magento record when a recipient for that email address opens a document.
picture-2-part-1 picture-2-part-2
View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with Magento 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, your document will be pre-filled with data from the Magento record of your choice.
Show more
texture 1 texture 2 texture 3

Install the Pre-fill Slate from Magento 1.x record Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
Learning illustration