Pre-fill from Zendesk Records
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your Zendesk records to your documents with the Pre-fill from Zendesk Records Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from Zendesk records to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Zendesk records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 135 Templates
- Used in 86 Workspaces
- Installed 335 times in the last 30 days
- 96% success rate
Get your automated workflows up and running in minutes with the Pre-fill from Zendesk Records. No coding required.
Map fields in a document with data in the system of record
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 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 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.
View the Bots log or use tags to check if the Bot ran successfully
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.
Try pre-built workflows to experience the Pre-fill from Zendesk Records in action
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.
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Install the Pre-fill from Zendesk Records to automate your document workflows
Other Bots often used with the Pre-fill from Zendesk Records
Create Zendesk Records Bot Update Zendesk Records Export to Zendesk Bot Send SMS on Documents Opening Bot Sort Table Bot Notification feed Bot
Speed up repetitive activities without a single line of code
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.
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).
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.