Create Magento 1.x Records Bot

Save time and ensure information accuracy by eliminating manual data entry. Create new Magento records using data from completed documents with the Create Magento 1.x Records Bot.

What the Bot does

The Bot creates a Magento record by transferring data from the document to the corresponding fields in the Magento record based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to create a new Magento record from completed documents like contracts, sales invoices, and proposals.

Author airSlate Inc.
Setup duration 7-13 min.
Used in 83 Templates
Used in 65 Workspaces
Installed 289 times in the last 30 days
98% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Create Magento 1.x Records Bot. No coding required.

Map Magento entity fields to document fields

Configure Bot settings

First, connect to your Magento account. Once connected, select the Magento entity and the related entity where a new record will be created. Then, specify what information from the document will be used to create a Magento record.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, tell the Bot to run once the required fields in the document have been completed.

View the Bots log or use tags to check if the Bot ran successfully

Get a Magento record created in seconds

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, data added to the document fields you have specified will be used to create a new Magento record.