Create NetSuite records Bot
- 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
Get your automated processes up and running in minutes with the Create NetSuite records Bot. No coding required.
Try pre-built workflows to experience the Create NetSuite records Bot in action
Install the Create NetSuite records Bot to automate your business processes
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.
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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.