About the Icertis activity package

Icertis is a contract management platform that centralizes and streamlines the creation, execution, and management of contracts for businesses.

Este paquete de actividades se puede utilizar con las versiones 2023.10 y posteriores de UiPath® Studio.

Consejo:

Para acceder a las actividades de vista previa, asegúrate de que los paquetes y actividades de vista previa están habilitados. Si utilizas Studio Web, consulta la sección Vista previa de actividades y paquetes en la Guía del usuario de Studio Web. Si utilizas Studio Desktop, consulta la sección Gestionar paquetes en la Guía del usuario de Studio.

To learn more about the Icertis activities, see the Activities page for a complete activity list.

Cómo funciona

To enable the outbound automation between UiPath and Icertis, the activities establish an authenticated connection using the UiPath Connector for Icertis. Before you build your first project, complete the steps in the Authentication guide from the connector documentation.

From the Icertis Contract Intelligence (ICI) Platform perspective, objects, such as suppliers, payment turns, purchase items, and other master data are highly dynamic. Moreover, objects and fields are customized to each Icertis instance. This is why this activity package contains only standard activities: Insert Record, Update Record, and List All Records. This allows you to work with your specific ICI objects.