Notify NetSuite Contacts on Documents Completion

Notify NetSuite Contacts on Documents Completion

Ensure your NetSuite contacts are informed about document status changes. Utilize the Notify NetSuite Contacts Post-finish Bot to automatically dispatch email notifications to NetSuite contacts as soon as a document is finalized.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Notify NetSuite Contacts on Documents Completion 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 Completion
Install and configure the Bot to automatically send out notifications when a document has been completed. E.g., the Bot can be used to automatically send an email notification to a vendor once a customer has signed a sales order.
Export Custom Values to Notify NetSuite Contacts on Documents Completion

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 for improved 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 some or all document fields have been filled out.
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.
Notify NetSuite Contacts on Documents Completion

Install the Notify NetSuite Contacts on Documents Completion to automate your document workflows

Start for free

Speed up repetitive tasks without a single line of write code

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Utilize Notify NetSuite Contacts on Documents Completion Bot
Start a new Flow and transfer forms or create templates right in the system to enable the Bots option. Find and choose a needed software robot from the list.
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Configure it
Open up the Bot configuration menu. Complete all the required fields to personalize general and advanced options. Don’t forget about indicating activation conditions to avoid false activations (you can include a few conditions).
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Figure out the way it operates
Implement the workflow and discover the results. Make sure the software robots operate appropriately. If something fails, look into the Bots log to correct the errors and execute your Flow once more.