Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Notify NetSuite Contacts on Documents Opening does
The Bot sends email notifications to NetSuite contacts based on the ‘if-this-then-that’ conditions you set.
When to use the Notify NetSuite Contacts on Documents Opening
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.
Export Custom Values to Notify NetSuite Contacts on Documents Opening
Get your automated workflows up and running in minutes. No coding required.
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 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.
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
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
Asset Purchase
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.
Learn more
Expense Approval
The Expense Approval Flow is used by accounting and finance departments to automate the internal submission of expense reporting.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate contract management processes and speed up customer data collection.
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Purchase Order Form Template
The Purchase Order Form Template Flow is used to speed up the process of generating leads and improving customer conversion rates.
Learn more
Other Bots often used with the Notify NetSuite Contacts on Documents Opening
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.
