Update UIPath Record Bot
Keep your information up-to-date, no manual data entry or coding required. Automatically transfer information from completed documents to different applications, cloud storage, or desktop system with the Update UiPath Record Bot.Try automation, it’s free!
What the Bot does
The Bot updates the fields of an existing UiPath record with data from document fields based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot when you need to automatically transfer data from documents completed in airSlate to other cloud or desktop systems via UiPath records.
- Author airSlate Inc.
- Setup duration 7-10
- Used in 153 Templates
- Used in 78 Workspaces
- Installed 261 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Update UIPath Record Bot. No coding required.
Map fields in a document to data in a UiPath entity
Configure Bot settings
First, connect your UiPath account. Once connected, pick a UiPath entity and a related entity (if any). Next, specify the information from the document that will be used to update the UiPath record. Then, select a starting record by adding search 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 range from a specific date, document data, user roles, email, or name. For example, select an email address and tell the Bot to update the document with data from the UiPath record when the recipient for that email address opens the document.
View the Bots log or use tags to check if the Bot ran successfully
Get your UiPath record updated in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the UiPath record will be updated with data from the selected document fields.
Try pre-built workflows to experience the Update UIPath Record Bot in action
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Install the Update UIPath Record Bot to automate your document workflows
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