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Robotic Process Automation Projects

You're reading from   Robotic Process Automation Projects Build real-world RPA solutions using UiPath and Automation Anywhere

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Product type Paperback
Published in May 2020
Publisher Packt
ISBN-13 9781839217357
Length 388 pages
Edition 1st Edition
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Authors (3):
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Ivan Loncar Ivan Loncar
Author Profile Icon Ivan Loncar
Ivan Loncar
Arun Kumar Asokan Arun Kumar Asokan
Author Profile Icon Arun Kumar Asokan
Arun Kumar Asokan
Nandan Mullakara Nandan Mullakara
Author Profile Icon Nandan Mullakara
Nandan Mullakara
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Table of Contents (14) Chapters Close

Preface 1. Getting Started with Robotic Process Automation 2. Help Desk Ticket Generation FREE CHAPTER 3. CRM Automation 4. Moderating Social Media Using AI 5. Purchase Order Processing with UiPath ReFramework 6. Completing an RPA Challenge 7. Sales Order Processing 8. ERP User Administration 9. Employee Emergency Notifications 10. Using AI and RPA for Invoice Processing 11. Other Books You May Enjoy Appendix A and B for UiPath 1. Appendix: Looking Forward and Next Steps

Looking up customer information

We will use the Crunchbase.com website to look up the company information for our customers. This information will be used to update the customer information in our Apptivo:

  1. If you haven't done so already, go to Crunchbase.com in Chrome and create an account by providing the necessary details. You can also use social authentication. Just ensure you are in a logged in for the Automation process.
  2. With the lookup site ready, let's create the Automation to get the customer information. We will create a new Sequence by clicking on New and then choosing Sequence from the Studio ribbon on top. Name it RequestCustomerDetails in the Sequence box that pops up and click Create. 
  3. To pass the customer data around, we'll need to create two arguments. Select the RequestCustomerDetails.xaml Sequence and click on Arguments to create two DataTable arguments called CompanyList and CompanyData:

Now...

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