Automate price book Template using Cartloop Bot

Explore a no-code approach to build fully-automated price book workflow with Cartloop bot

• To start creating a new automated price book workflow, navigate to the dashboard and click Start. Choose Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to personalize 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 price book, the next step is assigning this document along with its fields to individuals.

  

• Next, proceed to the Assign fields dropdown to indicate which document fields are created for which recipients.

  

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

  

• The final stage of configuring an automated price book workflow is setting up the no-code bots. To add a Cartloop bot to the step, hover over the step you intend to automate and choose the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Choose All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the Cartloop bot, click Install bot, and configure the bot settings.

  

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

  • check how it operates by selecting Test
  • click Finish later if you intend to return to the workflow setup
  • click Publish to send out your workflow