Set up Smart Links to allow NetSuite users to send workflow via CRM automation tools. Smart Link — is a public link to a workflow in airSlate available in NetSuite records, so that users can send documents from this link without switching from NetSuite to airSlate.
Create a workflow that generates a Smart Link for every new record.
Go to Customization > Workflows.
2.Select the New Workflow option.
3.In the Basic information section:
Set the name for your workflow in the Name field
Select the Record Type
Select the Release status.
4.In the Event Definition section, indicate when this Workflow should work by setting the following options:
Check whether the On Create or On view or update option
Select the Trigger type
Set the Event type.
5.Click Save.
6.In the view mode, click on State > New Action.
7.Select airSlate - Set Smart Link.
8. In the Parameters section, enter a public link generated for the airSlate workflow and the Field ID of the workflow that will be updated when the one run.
Missing "airSlate - Set Smart Link" Action in NetSuite Workflow
If you are unable to locate the airSlate - Set Smart Link action in your NetSuite workflow, the reason might be that the action's script has not been deployed to the record type you've selected for the workflow. To resolve this, you can follow the steps below:
1.Go the Customization > Scripting > Scripts section.
2. Locate the Set airSlate Smart Link script and click Deployments.
3.Select New Deployment.
4.In Applies to field select the appropriate record type where you want to use the Smart Link action. In Roles field check the roles that can access this script (recommend to select ALL).
5.Click Save when you’ve finished and go back to your workflow.