Run airSlate workflow from within your NetSuite workflow.
Go to Customization > Workflow > Workflows > New.
2. To set up the parameters for your workflow, follow these steps:
Name: provide a name for your workflow. Choose a descriptive name that helps you easily identify its purpose.
Record type: select the specific record type you want to use the workflow for. For example, if you want the workflow to apply to Sales Orders, select "Transaction" as the record type. In the Subtype dropdown, choose "Sales Order."
Initiation: determine how the workflow should be triggered: Scheduled or Event-based.
Event definition: specify when the workflow should be triggered.
Trigger type: choose the specific trigger event.
Event types: select the NetSuite event types that should trigger the workflow. You can choose from options like Approve, Reject, or other available event types.
Optionally, if you want to add conditions to your workflow, such as triggering it only for a specific customer name, you can define those conditions as well.
3.Click Save.
4. Add Run airSlate workflow as an action.
4.1. In the view mode of your newly created workflow, click on State and then go to New action.
4.2. Select Run airSlate workflow.
5.Configure the Run airSlate workflow.
5.1. Insert the airSlate workflow ID in the Parameters subtab.
Missing run airSlate workflow action
If the run airSlate workflow action is not visible to you, it is likely because the script associated with this action has not been deployed to the record type you have selected in your NetSuite workflow.
To deploy the aforementioned action, follow these steps:
Navigate to Customization > Scripting > Scripts.
2. Find the Run airSlate workflow script and click Deployments.
3. Select New Deployment.
4. Fill in the following settings:
In APPLIES TO: select the custom record where you’d like to see the button
In ROLES (Audience subtab) check All
5. Click Save when you’re done.