Pre-fill Visitor Pass Flow fields from a CRM, Spreadsheet or database records
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Pre-fill from CSV file Bot Pre-fill a Slate with data taken from CSV file
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Pre-fill from CSV File dropdown options Bot Pre-fill dropdown fields from a CSV file
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Pre-fill from Doc to Doc Bot Pre-fill doc with data taken from another doc
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Pre-fill from Excel Spreadsheet Dropdown Options Bot Pre-fill dropdown fields from XLS/XLSX spreadsheet
Extract data from Visitor Pass Flow to a CRM, Spreadsheet or database
Archive Visitor Pass Flow to Google Drive, Dropbox, OneDrive and other cloud storage services
Assign recipients to fields and route the document automatically
Automate repetitive tasks in CRMs, G Suite, and other systems of record
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Export to Google Sheet Bot Export data from a Slate to Google Sheets
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Pre-fill from Google Sheets Bot Pre-fill a Slate with data from a Google Sheet
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Pre-fill from Google Sheet dropdown options Bot Pre-fill dropdown fields from a Google Sheet
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Invoke Salesforce process Bot Start Salesforce process after Slate is completed
Save an average of 8 hours per week with an automated Visitor Pass Flow workflow
Spend an average of 10 minutes to complete a Visitor Pass Flow document