Pre-fill from Zendesk Records

Pre-fill from Zendesk Records

Remove challenges related to manual data input and guarantee the precision and reliability of information. Instantly transfer data from your Zendesk records to your documents using the Pre-fill from Zendesk Records Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Pre-fill from Zendesk Records does
The Bot transfers data from Zendesk records to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Zendesk Records
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Zendesk records.
Export Custom Values to Pre-fill from Zendesk Records

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your Zendesk 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 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.
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 Zendesk records.
Pre-fill from Zendesk Records

Install the Pre-fill from Zendesk Records to automate your document workflows

Start for free

Speed up repetitive activities without a single line of code

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Employ Pre-fill from Zendesk Records Bot
Start creating a new Flow and transfer forms or generate documents right in the system to enable the Bots option. Find and choose a needed Bot from the list.
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Set it up
Open the Bot adjustment menu. Complete all the required fields to modify general and advanced settings. Don’t forget about determining activation conditions to avoid false activations (you can add a few conditions).
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See how it works
Execute the workflow and discover the results. Make sure the software robots work properly. If something goes wrong, check the Bots log to correct the mistakes and execute your Flow again.