Pre-fill from Zoho CRM Records
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your Zoho records to your documents with the Pre-fill from Zoho CRM Records Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from Zoho 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 Zoho records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 128 Templates
- Used in 68 Workspaces
- Installed 465 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Pre-fill from Zoho CRM Records. No coding required.
Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your Zoho 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 Zoho records.
Try pre-built workflows to experience the Pre-fill from Zoho CRM Records in action
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Install the Pre-fill from Zoho CRM Records to automate your document workflows
Other Bots often used with the Pre-fill from Zoho CRM Records
Create Zoho CRM Records Bot Update Zoho CRM Records Export to Zoho CRM Bot Make Calculations in Documents Send Webhook on Documents Completion Bot Delete Tags Bot
Speed up repetitive tasks with no code
Employ Pre-fill from Zoho CRM Records Bot
Begin a new Flow and transfer samples or generate templates right in the system to activate the Bots option. Find and choose an appropriate Bot from the list.
Set it up
Open up the Bot adjustment menu. Fill out all the required fields to customize general and advanced options. Consider indicating activation circumstances to avoid false activations (you can add a couple of circumstances).
Figure out how it operates
Implement the workflow and explore the outcomes. Make sure the software robots are working appropriately. If something fails, check the Bots log to fix the errors and execute your Flow again.