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    Netsuite Zibot Settings

    Summary: For clients using Ziflow with the Oracle NetSuite CRM, we’ve simplified the task creation process between the two systems. You can now trigger a proof review and approval task directly in the NetSuite platform within your review workflows. Users can directly access proofs and tasks in NetSuite from a “Ziflow proof” tab.

    Available for: Administrators on Business & Enterprise editions.

    Our newest Zibots allow you to trigger a flow when the following events occur on a proof:

    • New proof/version: triggers when a new proof is ready for review.
    • Decision: triggers when a decision is made by a reviewer or when a decision is updated on the stage and/or proof.
    • New comment/reply: triggers when a reviewer adds a comment/reply to the proof.
    • Comment resolved: triggers when a comment is marked as resolved.
    • Comment labelled: triggers when a reviewer labels a comment.

    Where is the feature setup?  

    Click on the “Zibots” tab in the upper left corner of the screen, then click on the “+Create flow” button. Instead of connecting to a cloud storage, select the “Ziflow” application.

    How does it work?

    The first step is selecting the event that will trigger your Zibot:

    Next, you will be presented with the event details page, which will vary depending on which event you select.

    1. Triggered by - select the type of request that will trigger the Zibot.
    2. Created in - select the Ziflow folder that will be monitored by this flow.
    3. Created by - select the user that will be responsible for this flow activation.

    1. Triggered by decision made - select what level decision needs to be made in order to activate the flow.
    2. Type of decision - choose the type of decision that needs to be made in order to activate the flow.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by new comment / new reply - choose which option should activate the flow.
    2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Comment is labelled as - select which label(s) should trigger a Zibot.
    2. Created in - select the Ziflow folder that is going to be monitored by this flow.

     

    Next, choose a "Create a NetSuite task" Zibot:

    Set up Webhook Zibot details:

    1. Connection name - select the connection name that was selected during integration setup.
    2. Project name - choose in what project should the task be created. 
    3. Task name - type NetSuite task name. JSONPath synthax can be used similar to the Webhook Zibot.
    4. Status - select what the task status should be when posted to NetSuite.
    5. Constraint type - pick the constraint type.
    6. Estimated work - estimate how much time is going to be needed for the task.
    7. Finish no later than - pick the task deadline.
    8. Task assignee - choose task assignee.

    Once you hit the “Next” button, Ziflow will confirm if the flow looks good. If there are no problems, name the flow and turn it on.

    What happens after the NetSuite flow is started?

    When set criteria are met and the Zibot is triggered you will see its progress status under the flow name.

    Additionally, you should also see the asset added to your NetSuite task list.

    When you enter a NetSuite task you can see all the details passed directly from Ziflow.

    If you open the Ziflow proof tab inside the NetSuite task, you will be able to preview the proof as you would normally do it in Ziflow. The proof can be reviewed using all available Ziflow tools such as drawing markups, commenting, submitting decisions etc.

    Additional information: