Automate payment record Template using Freshsales Classic Bot

Discover a no-code way to build fully-automated payment record workflow with Freshsales Classic bot

• To start creating a new automated payment record workflow, check out the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• Once a document is uploaded or imported, you can add fillable fields to modify it. Place fields anywhere in a document to make it easier for recipients to fill out.

  

• After you’ve uploaded or created payment record, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The last stage of configuring an automated payment record workflow is setting up the no-code bots. To add a Freshsales Classic bot to the step, hover over the step you need to automate and choose the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Choose All bots in the top left corner to check out the complete list of the bots you can add to the step. Alocate the Freshsales Classic bot, click Install bot, and configure the bot settings.

  

• Now that your automated payment record workflow is configured, you can:

  • check how it works by choosing Test
  • click Finish later if you intend to return to the workflow setup
  • click Publish to email your workflow