Automate vehicle transfer Template using Pardot Bot

Explore a no-code way to develop fully-automated vehicle transfer workflow with Pardot bot

• To begin setting up a new automated vehicle transfer workflow, navigate to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

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

  

• After you’ve added or created vehicle transfer, the next step is assigning this document along with its fields to recipients.

  

• Next, proceed 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 vehicle transfer workflow is adding the no-code bots. To add a Pardot 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 available bots has limitations. Select All bots in the top left corner to see the complete list of the bots you can add to the step. Find the Pardot bot, click Install bot, and configure the bot settings.

  

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

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