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Notify NetSuite Contacts on Documents Completion

Keep your NetSuite contacts in the loop on document status updates. Use the Notify NetSuite Contacts Post-finish Bot to automatically send out email notifications to NetSuite contacts once a document has been completed.
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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 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.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 76 Templates
  • Used in 65 Workspaces
  • Installed 326 times in the last 30 days
  • 97% success rate
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Get your automated workflows up and running in minutes with the Notify NetSuite Contacts on Documents Completion. 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 for improved 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 some or all document fields have been filled out.
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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.
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Install the Notify NetSuite Contacts on Documents Completion
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Speed up repetitive tasks without a single line of write code

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.

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).

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.
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