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.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 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
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.
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 Completion in action
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.
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.
The Sales Order Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Sales Contract / NDA Approval
The Sales Contract / NDA Approval Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Install the Notify NetSuite Contacts on Documents Completion to automate your document workflows
Other Bots often used with the Notify NetSuite Contacts on Documents Completion
Export to NetSuite Bot Pre-fill from NetSuite Records Create NetSuite Records Bot Send SMS on Documents Opening Bot Rename Document Create Technical Revision Bot
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.
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.