This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Start a NetSuite workflow when a document is completed.
Use case: A company employs NetSuite as its ERP system and utilizes an electronic contract management system for document processing. After the successful completion of a sales contract in the external system, the objective is to automatically initiate a NetSuite workflow to update relevant records and notify stakeholders.
How to set up
When the bot works by default:
The bot activates once the documents are submitted by recipients specified in the step after which this bot was added.
Add the bot depending on your needs as described in this article. You may install this bot both between the steps or in the All bots tab.
Find the Invoke NetSuite workflow on documents completion bot in the list of bots and click Install bot.
Connection settings
To connect the bot to your Netsuite account, select Connect in the Connection settings section. If needed, you can add multiple accounts, edit, or disconnect them at any time. You may add the same account several times as every new connection is saved separately.
Insert the values and click Apply.
Action settings
Select a workflow to invoke. To locate the NetSuite workflow ID , open the needed one and locate it in the address bar.
In the Select starting record section, set up a lookup for the bot to identify which record will trigger the NetSuite workflow. Select the entity type from the dropdown and its field that matches the identifying field in the document.
Indicate the value for the identifying field. You can enter your custom value or click Data variable to select an identifier from the document fields. Use the document field containing unique information that is unlikely to change, such as account number, company name, SSN, or EIN. Alternatively, as an identifier, use information about the recipient, time, template, or document.
Add as many identifiers as you need by clicking Add search condition.
If you have more than one search field, select ‘match conditions’ for the bot and define whether all search conditions must match or any of them.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.