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Create NetSuite records Bot

The Create NetSuite Records Bot creates NetSuite records using data from Slate documents when certain conditions are met.
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What the Bot does
Creates new NetSuite records by transferring data from the completed fields of a Slate document to the corresponding fields of a NetSuite record.
When to use
Install the Create NetSuite Records Bot when you need to automate the process of creating new NetSuite records using data from completed Slate documents. For example, the Bot can be used to automatically transfer data from a new client registration form in order to create a new NetSuite customer record.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 66 Flows
  • Used in 20 Workspaces
  • Installed 627 times in the last 30 days
  • 98% success rate

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Get your automated processes up and running in minutes with the Create NetSuite records Bot. No coding required.

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Map fields in a document to the fields of your system record’s entity
Configure Bot settings
First, connect to your NetSuite account. Once connected, select the relevant entity and choose where the new record will be created. You can also select a related entity. Then, specify what information from the document will be used to create a new record.
Note: To install and configure Bots, start by creating a workflow.
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Add multiple conditions and tell the Bot to run when all or some of them are executed
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., select fields in an order form and tell the Bot to create a new record when these fields have been filled out.
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View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Create NetSuite records Bot
to automate your business processes

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Custom Record Basics To create a new custom record, you can either click the \u201cNew Type\u201d button on the page that displays existing custom records or you can navigate to Customization > Lists, Records, & Fields > Record Types > New.

Custom Records are dynamic and customizable building blocks that allow you to create custom fields, lists and special links with other NetSuite records and transactions.

1:06 5:20 Suggested clip How to Add a Custom Field to a Form in NetSuite - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Add a Custom Field to a Form in NetSuite - YouTube

1:14 16:34 Suggested clip How to Create Custom Forms in NetSuite - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Create Custom Forms in NetSuite - YouTube

Click the profile icon and go to the System Settings > Custom Fields page. Select the tab for the object you'll be creating fields for (Contacts, Organizations, etc.). Click the Add Group button. Type the group name and click the Add Group button. Repeat the steps above for each group that you would like to add.

Select the Gear icon from any page. ... Select the Create custom field. ... Choose Customer info or Transaction info. ... Give your custom field a name. Select Text, Number, Date, or Drop-down list from the Type drop-down. Choose where you want your custom field to appear.

Navigate to Customization > Forms > Sublists. Select the tab corresponding to the type of record where the search will show as a sublist. ... Click the Entity tab. Select the name of the search created above in Search column. ... Enter a name for the Label column.

NetSuite stores certain data as a sublist (or child record) of an entity or transaction. For example, financial transactions are shown as a sublist under a customer or vendor.

Launch NetSuite Export without the need to code

Workflow automation has resulted in significant improvements in customer relationships. These improvements have enabled businesses to expand their impact, gaining clients and extending long-term relationships. However, business process automation isn’t always candy and sunshine. It brings an array of new issues and obstacles. This includes the often long and expensive integration process. airSlate solves this business automation issue with its configurable Bots that have been developed as an advanced end-to-end solution without the need to code. Reducing the time it takes to implement and integrate with other platforms.

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.

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