Bots
Automation, data movement, permission control, and integration.
By Yuliia1 author90 articles
Export field data to Salesforce
Export documents to Salesforce
Import files from Salesforce record
Pre-fill dropdowns from Salesforce
Pre-fill dropdowns from Salesforce via SOQL
Pre-fill fields from Salesforce
Pre-fill fields from Salesforce via SOQL
Pre-fill tables from Salesforce
Pre-fill tables from Salesforce via SOQL
Execute another workflow bot
Merge completed documents
Pre-fill fields from CSV
Pre-fill from doc to doc
Prefill table from doc to doc
Pre-fill documents with custom values
Prefill table with custom values
Pre-fill from parameters
Rename attachments
Rename documents
Rename packages
Send email notifications on documents completion
Send webhooks
Tag packages
Untag packages