Create NetSuite Records Bot

Create NetSuite Records Bot

Remove manual data input while guaranteeing information precision and responsibility. Generate new NetSuite entries utilizing data from finished documents through the Create NetSuite Records Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create NetSuite Records Bot does
The Bot transfers data from documents to a new NetSuite record based on the ‘if-this-then-that’ conditions you set.
When to use the Create NetSuite Records Bot
Install and configure the Bot to create a new NetSuite record from completed documents like contracts, sales invoices, and proposals.
Export Custom Values to Create NetSuite Records Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your NetSuite account and select the record type you want to create. After that, define what data the Bot will use. Connect the fields from your document to the NetSuite record fields.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., specify the required fields and tell the Bot to create a NetSuite record when they have been filled out.
Get a new record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new NetSuite record.
Create NetSuite Records Bot

Install the Create NetSuite Records Bot to automate your document workflows

Start for free

Launch NetSuite Export without the need to code

Boasting an advanced NetSuite integration API, airSlate is absolutely essential for B2B partnerships. One example of this is how airSlate Bots can connect two separate departments together via one automated workflow. For example, have the marketing department send out a customer form. Once the form is completed, the respective Bot automatically arranges NetSuite export and pins it to the customer profile as a PDF. This enhances regular and timely updates among the departments and prevents hiccups and inaccuracies.

Double your benefits by using airSlates Bots:

  • Enhanced throughput
  • Increased business predictability
  • Improved consistency of workflow
  • Decreased expenses
  • Eliminated human errors

NetSuite integration opportunities set airSlate apart from other platforms. Organizations that work with airSlate save heavily on the usual costs of integration. The no-code feature that comes with airSlate automation makes it so that any of your colleagues/employees can easily start automating your document workflows without outside help.

Eliminate repetitious activities without a single line of write code

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Implement Create NetSuite Records Bot
Start a new Flow and import forms or generate templates right in the system to enable the Bots option. Find and choose a wanted software robot from the list.
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Set it up
Open the Bot adjustment menu. Fill out all the required fields to customize general and advanced settings. Consider indicating activation circumstances to protect yourself from false activations (you can include a few circumstances).
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See how it operates
Execute the workflow and discover the outcomes. Ensure the software robots are working appropriately. If something fails, look into the Bots log to correct the errors and run your Flow once more.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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