Project detail

As with Chapter 7, Sales Order Processing, we will have a Parent bot and Child bot. The Parent bot will invoke the Child bot to create a new user in Freshsales. 

The Parent bot starts by reading the contents of the input PDF file and assigning them to a Table variable. We will loop through the Table variable, and assign each row in the Table to variables. We will then extract the necessary field values using String operations. 

With these details, we will invoke the Child bot, which enters the data in Freshsales and returns a flag indicating success or failure. If there is a failure, we send an email to the user requesting the missing data.

If successful, the user gets an email automatically from Freshsales to activate the account. The bot takes the processed request PDF and moves it to the Processed folder. 

The sequence of action is as follows: 

As with our previous projects, let's do some groundwork for the project before building these components...