About the Icertis activity package

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

此活动包可与UiPath™ Studio 2023.10 及更高版本一起使用。

提示：

要访问预览版活动，请确保启用预览包和活动。 如果您使用的是 Studio Web，请查看 《Studio Web 用户指南》中的 “预览活动和包”部分。 如果您使用的是 Studio 桌面版，请查看《Studio 用户指南》中的 “管理包”部分。

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

工作方式

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.