Create Quotes in SugarCRM

This bot creates a quote for Sugar CRM in the Senior Sales Representative persona for every row in the excel file.

Top Benefits

  • Automated quote creation at scale. Can be run at any desired frequency.

This bot can create quotes in Sugar CRM for every row in the primary Excel file. There are 3 Excel sheets used in this bot.

This requires a Sugar CRM account and correct quote parameters to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Key Use Case: Creating and publishing quotes for Sugar CRM.

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In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
89
Vendor
Automation Type
Bot
Last Updated
December 22, 2020
First Published
October 11, 2018
Platform
11.x
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Functional AAE 10.5Microsoft ExcelSugar CRM account
  • Inputs: Actual_Close_Date, Assigned_To, Billing_Account_Name, Billing_Contact_Name, Comments, Currency, Date_Shipped, Description, Discount, Discount_Type, Groups, Groups_List, Group_Comments, Group_Comments_List, Group_Discount, Group_Discount_List, Group_Discount_Type, Group_Discount_Type_List, Group_Line_Item, Group_Line_Item_List, Group_New, Group_New_List, Group_Part_Number, Group_Part_Number_List, Group_Quantity, Group_Quantity_List, Group_Unit_Price, Group_Unit_Price_List, InputFile, Line_Item, location, location2, my-list-variable, New, Number_of_Groups, Number_of_Quoted_Line_Items, Opportunity_Name, Original_Stage, Original_PO_Date, Part_Number, Payment_Terms, Prompt-Assignment, Purchase_Order_Num, Quantity, Quote_Stage, Quote_Subject, Shipping, Shipping_Account_Name, Shipping_Contact_Name, Shipping_Provider, Tags, Tax_Rate, Teams, Unit_Price, URL, Valid_Until, vErrorFolder, vLogFolder, vSnapshotFolder

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

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