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Pre-fill from NetSuite Records

Eliminate errors associated with manual data entry and ensure information accuracy and accountability. Automatically populate documents with data from NetSuite using the Pre-fill from NetSuite Records Bot.
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What the Bot does
The Bot transfers data from NetSuite records to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating employee contracts, sales invoices, proposals, and product inventories pre-populated with information from NetSuite.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 29 Templates
  • Used in 23 Workspaces
  • Installed 211 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Pre-fill from NetSuite Records. No coding required.

Select related record types to narrow down your search
Configure Bot settings
First, connect to your NetSuite account. Once connected, select a base NetSuite record and match its fields to those you want to populate with data in your document. Optionally, you can select related record types, to prefill data from the related records, as well.
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, an email, or a name. E.g., select a recipient position and tell the Bot to pre-fill documents with NetSuite data when the recipient for this position opens a document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with NetSuite data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, it will be pre-filled with NetSuite data.
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Install the Pre-fill from NetSuite Records
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Learn how to export from NetSuite to airSlate automatically

To effectively grow a business and confront the modern challenges of closing a sale, business owners often on separate platforms such as a CRM, ERP and OMS. There are single solutions that cover all three aspects of what each platform has to offer. But in case you don’t yet use more than one, there is no need to invest in integrating a second platform. Assuming that you use NetSuite as your business’ CRM, consider that airSlate allows for exporting data from NetSuite seamlessly via microprograms, called Bots.

Employing microprograms has multiple advantages over manual approaches. By setting up just one Bot, getting data from NetSuite in no time is easy, and without human error. airSlate’s available opportunities allow businesses to respond quickly to challenges and make prompt decisions that save the precious time of their customers.

These microprograms come in handy when establishing cooperation with partners on a common project.

If you own a retail business and your partner is a deliverer, an airSlate Bot can streamline exporting customer data from NetSuite to airSlate.

Such a transfer, apart from other advantages, can significantly accelerate delivery and satisfy customers.

The advantages of using these microprograms are:

  • Reduction of operational costs
  • Elimination of human error
  • Integration with other platforms
  • Consistent processes
  • 24/7 functionality

Bots have the capacity to solve tasks relating to internal workflows as well as partnership cooperation. They can be efficiently employed in marketing, sales, PR, accounting, and other departmental processes. airSlate Bots are no-code programs designed to suit anyone that wants to know how to export data from NetSuite.