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Pre-fill from NetSuite Records

Pre-fill from NetSuite Records

Name: Pre-fill from NetSuite Records | airSlate
Brand: airSlate
Rating: 3.7 (69 reviews)

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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Developed by

airSlate Inc.

4,5 out of 5

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Setup duration 5-10 min.

What the Pre-fill from NetSuite Records does

The Bot transfers data from NetSuite records to documents based on the ‘if-this-then-that’ conditions you set.

When to use the Pre-fill from NetSuite Records

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.

Export Custom Values to Pre-fill from NetSuite Records

Get your automated workflows up and running in minutes. No coding required.

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 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.

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.

Try pre-built workflows to experience the Pre-fill from NetSuite Records in action

Employee Onboarding

The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.

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Car Receipt

The Car Receipt Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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Price Quote

The Price Quote Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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Service Quote

The Service Quote Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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Install the Pre-fill from NetSuite Records to automate your document workflows

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Learn how to export from NetSuite to airSlate automatically

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.

Other Bots often used with the Pre-fill from NetSuite Records

Export to NetSuite Bot

Create NetSuite Records Bot

Update NetSuite Records

Make Calculations in Documents

Delete workflow instance

Send Custom Reminder Bot

Eliminate repetitive tasks with no write code

Employ Pre-fill from NetSuite Records

Start a new Flow and transfer samples or create documents right in the system to enable the Bots option. Find a needed Bot from the list.

Set it up

Open the Bot configuration menu. Fill out all the required fields to modify general and advanced settings. Consider indicating activation circumstances to protect yourself from false activations (you can include a few circumstances).

Figure out the way it works

Execute the workflow and discover the results. Ensure the software robots operate appropriately. If something fails, check the Bots log to correct the errors and run your Flow again.