Invoke NetSuite Workflow Bot

Eliminate manual data entry and streamline your work in NetSuite. Automatically run NetSuite workflows after completing your documents using the Invoke NetSuite Workflow Bot.

What the Bot does

As soon as the documents you specify are completed, the Bot starts a NetSuite workflow based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automate the launch of NetSuite workflows after document completion.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 77 Templates
Used in 58 Workspaces
Installed 267 times in the last 30 days
99% success rate

4.8 out of 5

(25 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Invoke NetSuite Workflow Bot. No coding required.

Choose the record that will be used to launch the workflow

Configure Bot settings

First, connect to your NetSuite account. Once connected, type the name of a workflow you want to start automatically. Then, find and select a starting record for which the NetSuite workflow will run. For example, you can initiate a workflow for a Customer email record when the corresponding field in a document is completed.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to act when all or some of them are executed

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to invoke the NetSuite workflow when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your NetSuite workflow running automatically

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, your NetSuite workflow will run automatically without you having to go into NetSuite to run it manually.