Automate price book Template using Event Tickets Bot

Discover a no-code way to build fully-automated price book workflow with Event Tickets bot

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

  

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

  

• After you’ve added or created price book, the next step is assigning this document along with 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 price book workflow is adding the no-code bots. To add a Event Tickets bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots is limited. Select All bots in the top left area to see the full list of the bots you can add to the step. Find the Event Tickets bot, click Install bot, and configure the bot settings.

  

• Now that your automated price book workflow is set up, you can:

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