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 pacote de atividades pode ser usado com as versões 2023.10 e mais recentes do UiPath® Studio.

Dica:

Para acessar atividades de visualização, certifique-se de que os pacotes e atividades de visualização estejam habilitados. Se você estiver usando o Studio Web, consulte a seção Atividades e pacotes de visualização no Guia do usuário do Studio Web. Se você estiver usando o Studio Desktop, consulte a seção Gerenciamento de pacotes no Guia do usuário do Studio.

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

Como 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.