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Pre-fill from Magento 2.x Records

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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

4.5 out of 5

(37 votes)

You’ve already rated this bot

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.

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.

Try pre-built workflows to experience the Pre-fill from Magento 2.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

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Speed up repetitive tasks with no code

Utilize Pre-fill from Magento 2.x Records Bot

Start creating a new Flow and transfer forms or generate templates right in the system to activate the Bots option. Find and choose a wanted Bot from the list.

Configure it

Open the Bot adjustment menu. Fill out all the required fields to personalize general and advanced options. Don’t forget about indicating activation circumstances to avoid false activations (you can include several circumstances).

See the way it works

Execute the workflow and check the results. Ensure that the software robots work properly. If something doesn’t work, check the Bots log to correct the mistakes and execute your Flow again.