Notify NetSuite Contacts on Documents Opening
Keep your NetSuite contacts in the loop on important updates in documents. Use the Notify NetSuite Contacts on Documents Opening Bot to automatically send out email notifications to NetSuite contacts whenever document data changes.Try automation, it’s free!
What the Bot does
The Bot sends email notifications to NetSuite contacts based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automatically send out notifications on important changes in your documents. E.g., the Bot can be used to automatically send an email notification to a sales representative once a prospective customer has opened a sales quote.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 76 Templates
- Used in 71 Workspaces
- Installed 289 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Notify NetSuite Contacts on Documents Opening. No coding required.
Provide a fully personalized experience using data variables
Configure Bot settings
First, connect to your NetSuite account. Once connected, select a NetSuite base record, any related records, and a starting record, if needed. Next, choose the recipients you want to notify and customize the message they will receive. Use dynamic data from your documents to improve personalization.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run 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., tell the Bot to send notifications when a person under a specific role opens a document.
View the Bots log or use tags to check if the Bot ran successfully
Get your recipients notified
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the selected NetSuite contacts will automatically receive email notifications.
Try pre-built workflows to experience the Notify NetSuite Contacts on Documents Opening in action
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
The Asset Purchase Flow is used by accounting departments to automate employee requests for purchasing assets and finalizing any terms and conditions related to a purchase.
The Expense Approval Flow is used by accounting and finance departments to automate the internal submission of expense reporting.
The Sales Order Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Install the Notify NetSuite Contacts on Documents Opening to automate your document workflows
Other Bots often used with the Notify NetSuite Contacts on Documents Opening
Export to NetSuite Bot Pre-fill from NetSuite Records Create NetSuite Records Bot Set Expiration of Step Assignment Bot Remind Recipients to Complete Documents Bot Create Technical Revision Bot
Eliminate repetitive activities with no code
Implement Notify NetSuite Contacts on Documents Opening Bot
Start a new Flow and transfer forms or create documents right in the system to enable the Bots option. Find an appropriate software robot from the list.
Set it up
Open up the Bot configuration menu. Complete all the required fields to modify general and advanced options. Don’t forget about determining activation circumstances in order to avoid false activations (you can include several circumstances).
Investigate how it operates
Execute the workflow and check the results. Ensure the software robots work appropriately. If something doesn’t work, check the Bots log to fix the errors and execute your Flow again.