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
Automate email notifications for NetSuite contacts whenever a document is completed by the recipient.
Use case: Imagine a project management scenario where project deliverables are tracked in NetSuite documents. The Notify NetSuite contacts on document completion bot is configured to automatically send email notifications to key project stakeholders (NetSuite contacts) as soon as a project document, such as a milestone report or task completion form, is marked as completed.
How to set up
When the bot works by default:
The bot activates when the documents have been completed by the recipient.
Add the bot depending on your needs as described in this article. You may install this bot both between the steps and using the All bots tab.
Find the Notify NetSuite contacts on document 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 NetSuite base record type. It can be any data available in NetSuite.
The related object will be the same by default.
Select the email fields in the base record or related records which you intend to send notifications to from the dropdown list.
Decide whether the link to view the document should be attached to the email or not. Attaching a link to view the it in the email can make it more convenient for recipients to access and check the document.
Customize the text of the message and indicate the document fields from which the variable data should be taken.
Decide whether the View document button should be added to the email for the NetSuite contact to check the Revision.
Adjust the starting NetSuite record. By default, it is set to run the workflow from the NetSuite using the custom button.
Find record option — set the bot to act only if All records or Any record match the conditions you’ve set.
Both option — the bot will try to use the NetSuite record ID sent by the integration app. If this record ID is unavailable, the bot will use a record found by the lookup.
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.