Why you should automate with NetSuite

automate bills & orders

automate bills & orders
execute purchase orders easily
keep an accurate ledger
create a smoother experience

Why these integrations and automations matter:

Many businesses manage their finances with NetSuite, but tracking individual line items or thousands of journal entries can be difficult in the app. Make things easier for your accounting team by integrating NetSuite with other billing and ordering apps to automate these workflows.
Share order details between sales apps

To link sales orders across platforms, integrate NetSuite with apps like Salesforce or Zendesk. This integration lets you sync orders, so that every new Salesforce or Zendesk order creates an identical order in NetSuite. It can also update product information and order details based on changes in other platforms.
Build a smooth quote-to-cash process

A hiccup in the quote-to-cash process can lose you leads, right when you’re about to close the deal. An integration prevents lost orders and processing delays, and helps you share details about negotiated deals.
Get notifications when you need to step in

There will always be tasks the sales or accounting team needs to handle without automation. Integrate NetSuite with apps like Slack or Microsoft Teams to receive notifications about important incidents. NetSuite could, for example, send you a Slack message when an account misses a payment. You can even take action in Slack – to, for example, extend the payment deadline in Netsuite.

Do everything in one place

Customize your NetSuite integration with the following triggers and actions.

Triggers

When this happens…

NetSuite

Deleted standard record
Deleted standard record in NetSuite
New classification record
New classification record in NetSuite
New classification records Batch
New classification records in NetSuite
New classification records in a saved search
New classification saved search result for record in NetSuite
New custom record
New custom record in NetSuite
New custom records Batch
New custom records in NetSuite
New custom records in a saved search
New search result for object in NetSuite
New standard record
New standard record in NetSuite
New standard records Batch
New standard records in NetSuite
New standard records in a saved search
New search result for record in NetSuite
New/updated custom record
New or updated custom record in NetSuite
New/updated custom records Batch
New or updated custom records in NetSuite
New/updated custom records in a saved search
New or updated search result for object in NetSuite
New/updated standard record
New or updated standard record in NetSuite
New/updated standard records Batch
New or updated standard records in NetSuite
New/updated standard records in a saved search
New or updated search result for record in NetSuite

Any other trigger you can think up

Actions

Do this…

NetSuite

Custom action
Custom action in NetSuite (Custom)
Create custom records in batch Batch
Create custom records in batch in Netsuite
Create custom records in bulk Bulk
Create records in bulk in Netsuite
Create custom record
Create custom record in NetSuite
Create standard record
Create standard record in NetSuite
Create standard records in batch Batch
Create standard records in batch in Netsuite
Create standard records in bulk Bulk
Create records in bulk in Netsuite
Attach contact to record
Attach contact to record in NetSuite
Attach file to record
Attach file to record in NetSuite
Delete custom record
Delete custom record by ID in NetSuite
Delete standard record
Delete standard record by ID in NetSuite
Execute saved search for custom record
Execute saved search for custom record in NetSuite
Execute saved search for record
Execute saved search for record in NetSuite
Execute SuiteQL query
Execute SuiteQL query in NetSuite
Get all standard records
Get all standard records in NetSuite
Get case comments
Get case comments in NetSuite
Get file by ID
Get file by ID in NetSuite
Get posting transaction summary
Get posting transaction summary in NetSuite
Search custom records
Search custom record in NetSuite
Search standard records
Search standard records in NetSuite
Update custom records in batch Batch
Update custom records in batch in Netsuite
Update custom records in bulk Bulk
Update records in bulk in Netsuite
Update custom record
Update custom record in NetSuite
Update standard record
Update standard record in NetSuite
Update standard records in batch Batch
Update standard records in batch in Netsuite
Update standard records in bulk Bulk
Update records in bulk in Netsuite
Upsert custom records in batch Batch
Upsert custom records in batch in Netsuite
Upsert custom records in bulk Bulk
Upsert records in bulk in Netsuite
Upsert custom record
Upsert custom record in NetSuite
Upsert standard record
Upsert standard record in NetSuite
Upsert standard records in batch Batch
Upsert standard records in batch in Netsuite
Upsert standard records in bulk Bulk
Upsert records in bulk in Netsuite

Any other action you can think up

Let us tailor your NetSuite integrations

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About NetSuite Integrations

Your business might use many systems to manage its financial records, or it might use a single application for most of the work. NetSuite is an enterprise resource planning platform (ERP) that helps your business manage its finances, inventory, online stores, and customer relationships.

With NetSuite, your business has precision control over all of its most important operations. This comprehensive business software helps your business accomplish important task.

Want to do even more with NetSuite? Add more functionality by integrating the platform with your other business applications in Workato. Custom integrations let you sync data between platforms and automate enterprise resource planning across your organization.

How you can integrate NetSuite

Manage billing, inventory, orders, and supply chains remotely with NetSuite ERP.
Run its online retail stores, all the way from merchandising to point-of-sale
Plan, implement, and accomplish projects with NetSuite PSA.
Manufacture products, execute deliveries, and prepare for growth.
Keep track of customer accounts with NetSuite CRM.