Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Invoke NetSuite Workflow 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 the Invoke NetSuite Workflow Bot
Install and configure the Bot to automate the launch of NetSuite workflows after document completion.
Export Custom Values to Invoke NetSuite Workflow Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Try pre-built workflows to experience the Invoke NetSuite Workflow Bot in action
Service Request Details
The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Purchase Invoice
The Purchase Invoice Flow is used by procurement departments to automate the invoicing process for purchase orders.
Learn more
Sales Discount Approval
The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.
Learn more
Other Bots often used with the Invoke NetSuite Workflow Bot
Automate repetitious activities with no write code
Utilize Invoke NetSuite Workflow Bot
Begin a new Flow and import samples or generate templates right in the system to initialize the Bots option. Find a needed software robot from the list.
Configure it
Open up the Bot setup. Fill out all of the required fields to personalize general and advanced settings. Don’t forget about determining activation conditions to avoid false activations (you can include several circumstances).
Figure out the way it operates
Execute the workflow and check the outcomes. Ensure the software robots are operating appropriately. If something goes wrong, look into the Bots log to correct the mistakes and execute your Flow again.
More bots
Create Pipedrive Records Bot
Pre-fill from Pipedrive Records
Export to Pipedrive Bot
Notify NetSuite Contacts on Documents Completion
Update UIPath Record Bot
Gmail Merge for G Suite Bot
Ultradox for G Suite Bot
PDF Merge and Split for G Suite Bot
Sejda PDF Editor for G Suite Bot
WriteWell for Google Docs for G Suite Bot
Docs Creator for G Suite Bot
Link Manager for Google Drive for G Suite Bot
