The Sinch MessageMedia SuiteApp is installed with pre-configured workflows that can be released for use as is, or copied and used as templates.
| Important - workflow statuses must be "Released" in order for them to function and records enabled to receive triggered messages. |
| Workflow | Trigger / Condition | Action |
| Case Assignment Alert |
Create, View, Update Assigned Is Not Empty |
Sends a message to the assigned Employee record using the Case Assignment Template |
| Sales Order Creation |
Create Phone Is Not Empty |
Sends a message to the Customer record using the Transaction Column Template |
|
Fulfillment Alert (Item Shipment) |
Create |
Sends a message to the Customer record using the Fulfillment Status Template |
In addition to the pre-configured workflows above, you can also add messaging to your own workflows.
Example | Customizing a Pre-configured Workflow
You can customize pre-configured workflows to adjust triggers, conditions, and actions.
1. Go to Customization in the toolbar, then Workflow, then Workflows:
2. From the resulting list, select MessageMedia Case Assignment Alert:
| Important - the RELEASE STATUS of the workflow must be Released. |
You'll then be taken to the Workflow builder.
3. Click Edit in the top right:
4. Click on the State - in this case, the state is named "Case Create Job Record":
5. In the resulting window, under the actions tab, click on Create Record to edit the action:
6. In the resulting window, click in the Selection field next to SMS Template, and select the required template - read this article for instructions on how to create message templates in Netsuite:
7. When you've finished setting the parameters, click Save.
8. Make sure the workflow is active by changing the status to Released by clicking on the edit icon in the workflow editor:
9. Select Released from the Released Status dropdown menu:
10. Click Save to save the workflow
Your MessageMedia Case Assignment Alert workflow is ready to be used.
NetSuite Workflow Guidance & Support
For guidance or support with creating, managing, or troubleshooting workflows, see these NetSuite resources: