NetSuite to Salesforce integration Accelerator


Automate lead-to-cash processes and get real-time visibility into back-office order, fulfillment, and financial operations by integrating Salesforce and NetSuite.

Robust Solution
Digital Business

Organizations are enabling both business and IT teams to build more automations faster with Workato's low-code/no-code platform to propel their business vision forward. 

The NetSuite Accelerator offers seamless automation for lead-to-cash processes by integrating NetSuite with Salesforce through prebuilt Workato recipes. This streamlined approach simplifies workflows, ensuring efficient management from lead generation to revenue realization, empowering businesses with enhanced productivity and accuracy

Implementation of the order to cash business process varies across organizations.  The process involves creating the billing schedules so that the organization can issue invoices and do the revenue recognition. So, this accelerator is built with a design that applications can be changed or replaced with minimum changes.

Benefits of NetSuite Accelerator

NetSuite Accelerator offers a multitude of benefits that empower businesses to streamline their operations and enhance efficiency. Here are some key advantages:

Rapid Integration: Go live within days, ensuring swift implementation and reduced time-to-market for your integration projects

Independence and Control: If you know NetSuite, you can manage the integration independently, eliminating the need for constant reliance on NetSuite support.

Customization Flexibility: Tailor the integration according to your unique business requirements. Identify custom fields and objects and seamlessly add new actions to your workflow.

Real-time Data Synchronization: Achieve seamless, real-time synchronization of data between NetSuite and Salesforce, ensuring accuracy and consistency in your records.

Automated Workflows: Implement automated workflows that enhance efficiency in sales, finance, customer management, and various other processes.

Effortless Management: Workato is cloud-native, requiring no installations, updates, or management efforts. Focus on your business while Workato handles the integration seamlessly.

Features include:

  • Sales Order Automation: Automatically create NetSuite sales orders from closed-won Salesforce opportunities.
  • Efficient Quote Management: Generate NetSuite estimates from Salesforce quotes, including shipping, handling, and tax details.
  • Financial Data Access: Access customer financial data from NetSuite directly within Salesforce, including invoices, payments, credit memos, refunds, and balances.
  • Customer and Contact Synchronization: Maintain consistency by synchronizing customer and contact information between Salesforce and NetSuite.
  • Custom Field Mapping: Easily identify and map custom fields and objects, allowing for effortless customization and expansion of your integration capabilities.
  • Cloud-Native Solution: Workato operates in the cloud, eliminating the need for installations or manual management, ensuring a hassle-free experience.
  • Flexible Notifications: Receive alerts based on various stages or statuses, ensuring you're always in the loop.