Automate dog adoption application Template using HiCustomer Bot

Explore a no-code way to build fully-automated dog adoption application workflow with HiCustomer bot

• To begin building a new automated dog adoption application workflow, check out the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add 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 uploaded or created dog adoption application, the next stage is assigning this document along with its fields to individuals.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are intended for which recipients.

  

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

  

• The final stage of configuring an automated dog adoption application workflow is adding the no-code bots. To add a HiCustomer 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 available bots has limitations. Select All bots in the top left area to see the complete list of the bots you can add to the step. Alocate the HiCustomer bot, click Install bot, and configure the bot settings.

  

• Now that your automated dog adoption application workflow is configured, you can:

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