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.
Before you start configuring your first NetSuite flow, please visit this article and connect Netsuite to Ziflow.
Available for: Administrators on Enterprise edition.
Our 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 reviewer makes a decision 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 labeled: triggers when a reviewer labels a comment.
Proof updated: triggers when the proof folder, setting, or custom property changes.
Stage updated: triggers when a stage is started or when a reviewer is added/removed.
Learn how to:
Create Ziflow Webhook Flow
Click on the Connect tab in the upper left corner of the screen, then click on the + Create flow button. Instead of connecting to cloud storage, select the Ziflow application.
Set up Flow Event settings
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:
New proof/version
Triggered by - select the type of request that will trigger the Zibot.
Created in - select the Ziflow folder that this flow will monitor.
Created by - select the user that will be responsible for this flow activation.
Decision made
Triggered by decision made - select what level decision needs to be made to activate the flow.
Type of decision - choose the type of decision that needs to be made to activate the flow.
Created in - select the Ziflow folder that this flow will monitor.
New comment/reply added
Triggered by new comment / new reply - choose which option should activate the flow.
Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
Created in - select the Ziflow folder that this flow will monitor.
Comment resolved
Created in - select the Ziflow folder that this flow will monitor.
Comment labeled
Comment is labeled as - select which label(s) should trigger a Zibot.
Created in - select the Ziflow folder that this flow will monitor.
Proof updated
Triggered by - select which type of the proof updated event should trigger the Zibot
Modified in - choose the Ziflow folder that this flow will monitor.
Stage updated
Triggered by - select which type of the stage updated event should trigger the Zibot
Modified in - choose the Ziflow folder that will be monitored by this flow.
Configure NetSuite Zibot
Next, choose a Create a NetSuite task Zibot:
Set up Webhook Zibot details:
Connection name - select the connection name that was selected during integration setup.
Project name - choose in what project the task should be created.
Task name - type NetSuite task name. JSONPath syntax can be used similarly to the Webhook Zibot.
Status - select what the task status should be when posted to NetSuite.
Constraint type - pick the constraint type.
Estimated work - estimate how much time will be needed for the task.
Finish no later than - pick the task deadline.
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.
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When you enter a NetSuite task, you can see all the details passed directly from Ziflow.
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If you open the Ziflow proof tab inside the NetSuite task, you can preview the proof as you would normally do in Ziflow. The proof can be reviewed using all available Ziflow tools such as drawing markups, commenting, submitting decisions etc.
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Additional information:
Notice that you can refer to the data from the proof or other Zibots in all input fields of the Webhook using JSONPath syntax. For more details and examples about our JSONPath syntax, please see our API reference page.