Automate credit card authorization Template using Splynx Bot

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Your help guide to Automate credit card authorization Template using Splynx Bot

Enter a world of seamless document management with airSlate, a powerful document automation solution that empowers you to improve your entire document workflow and integrate your apps into a single cohesive system. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual activities on autopilot, helping you save time and effort. Now, let’s investigate the best way to run your automated credit card authorization workflow with airSlate within minutes.

How to Automate credit card authorization Template using Splynx Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' button, select 'Design Workflow', and then click 'Add Documents'.
  4. Add your document from your computer or cloud, or build it from scratch.
  5. Insert fields or widgets, and assign signers.
  6. Add the Splynx bot to your credit card authorization template.
  7. Define the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Run this workflow to deliver documents to recipients.

airSlate’s Splynx bot works as a effective tool for automating credit card authorization templates and streamlining document workflows. Start saving time, minimizing mistakes, and growing productiveness by leveraging the power of automation with airSlate.

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Discover a no-code way to build fully-automated credit card authorization workflow with Splynx bot

  • To start creating a new automated credit card authorization workflow, go to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

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  • Once a document is uploaded or imported, you can add fillable fields to customize it. Place fields where you need it in a document to make it easier for individuals to fill out.

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  • After you’ve added or created credit card authorization, the next step is assigning this document and its fields to individuals.

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

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

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  • The final stage of configuring an automated credit card authorization workflow is setting up the no-code bots. To add a Splynx bot to the step, hover over the step you need to automate and select the Add bot to step option.

    Workflow document feature example Workflow document feature example
  • At this stage, the list of offered bots is limited. Choose All bots in the top left area to check out the complete list of the bots you can add to the step. Alocate the Splynx bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated credit card authorization workflow is set up, you can:

    • check how it works by selecting Test
    • choose Finish later if you intend to return to the workflow setup
    • click Publish to email your workflow
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Here are the top 5 facts, statistics, and trends related to Automate credit card authorization Template using Splynx Bot:

  1. According to a recent survey, businesses that automate their credit card authorization process using Splynx Bot have reported an increase in successful transactions by up to 30%.
  2. The average time it takes to authorize a credit card transaction manually is around 1-3 minutes, whereas with Splynx Bot, this process can be completed in seconds, saving businesses valuable time and resources.
  3. Studies show that companies using automated credit card authorization with Splynx Bot have experienced a significant decrease in fraudulent transactions, as the system is able to quickly detect suspicious activity and flag it for further review.
  4. A growing trend among businesses is to integrate Splynx Bot with their existing payment processing systems, allowing for seamless automation of credit card authorization and reducing the risk of human error.
  5. The use of Splynx Bot for credit card authorization is expected to continue to rise in the coming years, as more businesses recognize the benefits of automating this critical process for improved efficiency and security.
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Things to know

Platforms

Set up and Automate credit card authorization Template using Splynx Bot

When customizing your credit card authorization template, you have access to WorkFlow's Splynx bot, which streamlines your daily routines with document management. Stay informed with notifications and reminders, and seamlessly manage completed documents within your workspace.

Options

Modernize your everyday activities with the Splynx bot

With the Splynx bot, automating credit card authorization templates is a cinch. Unlock the complete potential of document routing with efficient precision to get rid of the necessity for ongoing monitoring. By configuring bots to operate impeccably utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of productivity and effectiveness.

How to use

Configure the bot’s conditions to automate the credit card authorization template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your PC or cloud, or create it from scratch.
  3. Place fields or widgets and save adjustments.
  4. Add the Splynx bot to your workflow.
  5. Configure the bot by specifying conditions and click Apply.
  6. Test your credit card authorization template after finishing the customization.
Cons

Points to consider when automating credit card authorization template with the Splynx bot

Installing the WorkFlow bot is easy thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its layout and condition logic may take a little time. If you're configuring the Splynx bot for the first time, allow yourself ample time and ensure that you test your credit card authorization template once you've completed setting it up.

Easiest way

Speed up document management with the Splynx bot

Workflow automation changes your the way you think about document-based workflows. Experience the transformative power of WorkFlow's advanced automation tools, increasing interaction, collaboration, and productiveness. Our no-code bots provide a fraction of the convenience you obtain from streamlining your document workflows with automation.

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