Use Click to Buy Services Bot for Automating wire transfer Template

Explore a no-code approach to build fully-automated wire transfer workflow with Click to Buy Services bot

• To start building a new automated wire transfer workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to customize it. Place fields where you need it in a document to make it easier for recipients to fill in.

  

• After you’ve uploaded or created wire transfer, the next stage is assigning this document and its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are created for which users.

  

• Once done, click Continue at the bottom of the screen.

  

• The final stage of configuring an automated wire transfer workflow is setting up the no-code bots. To add a Click to Buy Services bot to the step, hover over the step you intend to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left area to view the complete list of the bots you can add to the step. Alocate the Click to Buy Services bot, click Install bot, and configure the bot configurations.

  

• Now that your automated wire transfer workflow is configured, you can:

  • check how it works by selecting Test
  • select Finish later if you plan to go back to the workflow setup
  • click Publish to send out your workflow