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Create NetSuite Records Bot

Eliminate manual data entry while ensuring information accuracy and accountability. Create new NetSuite records using data from completed documents with the Create NetSuite Records Bot.
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What the 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
Install and configure the Bot to create a new NetSuite record from completed documents like contracts, sales invoices, and proposals.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 66 Templates
  • Used in 20 Workspaces
  • Installed 627 times in the last 30 days
  • 98% success rate
Star Rating
3.2 out of 5
(90 votes)
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Get your automated workflows up and running in minutes with the Create NetSuite Records Bot. No coding required.

Map fields in the document to NetSuite records
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 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., specify the required fields and tell the Bot to create a NetSuite record when they 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 document workflows

Learn more in this Bot’s airSlate Academy course

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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.

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.