Pre-fill from Magento 2.x Records
Automatically generate documents pre-filled with data from Magento records using the Pre-fill from Magento 2.x Records 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 7-13 min.
- Used in 67 Templates
- Used in 49 Workspaces
- Installed 326 times in the last 30 days
- 97% success rate
Get your automated workflows up and running in minutes with the Pre-fill from Magento 2.x Records. No coding required.
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 find a starting record. Then, 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 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 the Magento record when the recipient under 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 2.x Records in action
Sales Quotation Flow
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
New Contact Flow
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Online Order Form Flow
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.