Ready-to-use Templates

Owned by shreedutta.mukherjee (Unlicensed)
Last updated: Feb 21, 2022 by Ketaki joshi
3 min read

In this section, you can find out the applications that can be integrated with the specific app and the Ready-to-use templates. For example, If you select Jira you will be able to see the existing applications that can be integrated, i.e. Salesforce, ADP, Slack, and many more.

 

Steps to use Ready-to-use Templates

  1. Select the application from the marketplace, For example, Salesforce.

  2. Click on explore, and this below form will appear on the screen. You can find out the two options i.e, usually paired with and ready-to-use templates.

  3. By clicking on the usually paired with option, you can find out the paired applications. The list will appear on the right side of the screen.

  4. Click on ready-to-use templates options, for visiting the existing templates.


    Optional: If you choose to sign up you need to click on sign up option, tenant information will be provided to you after fill-up the form. Now you need to repeat the process from step 4 to use the templates.

  5. Now, click on try now and the below sign in page will be open. Complete your sign in process by providing the given details, and use our ready-to-use templates.

  6. After sign in the specific automation page will appear on the screen.

  7. If you wish to install the automation, then click on the install icon from the right side, and a pop-up will appear on the screen.

  8. Click on yes to download it, and then you can start configuring your new automation.