Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Magento 1.x Records 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 the Pre-fill from Magento 1.x Records
Install and configure the Bot to automate the process of creating new contacts or sales orders pre-populated with information from a Magento record.
Export Custom Values to Pre-fill from Magento 1.x Records
Get your automated workflows up and running in minutes. No coding required.
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.
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.
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.
Try pre-built workflows to experience the Pre-fill from Magento 1.x Records in action
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Order Delivery and Tracking
The Order Delivery and Tracking Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Other Bots often used with the Pre-fill from Magento 1.x Records
Automate repetitious activities without having to write code
Employ Pre-fill from Magento 1.x Records
Start creating a new Flow and import samples or create documents right in the system to activate the Bots option. Find a needed software robot from the list.
Set it up
Open the Bot adjustment menu. Complete all the required fields to modify general and advanced options. Don’t forget about indicating activation circumstances to avoid false activations (you can include a couple of conditions).
See how it works
Execute the workflow and discover the results. Make sure
the software robots are working appropriately. If something goes wrong, look into the Bots log to correct the mistakes and run your Flow once more.
