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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  • Used in 66 Flows
  • Used in 20 Workspaces
  • Installed 627 times in the last 30 days
  • 98% success rate

The Create NetSuite Records Bot creates NetSuite records using data from Slate documents when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install 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.
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.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, data from the Slate document's mapped fields will be transferred to the corresponding fields of the NetSuite record.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed

Requirements

To install the Create NetSuite Records Bot, begin by setting up a Flow

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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.

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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.

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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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