Pre-fill from NetSuite Records Bot

The Pre-fill from NetSuite Records Bot pre-populates Slate documents with data from one or multiple NetSuite records when certain conditions are met.

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  • Used in 29 Flows
  • Used in 23 Workspaces
  • Installed 211 times in the last 30 days
  • 100% success rate

The Pre-fill from NetSuite Records Bot pre-populates Slate documents with data from one or multiple NetSuite records when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from NetSuite Records Bot when you need to automate the process of populating documents with data from NetSuite records. For example, the Bot can be used to automatically generate sales orders pre-populated with client information from NetSuite records.
What the Bot does Transfers data from a NetSuite record to the specified fields of a Slate document.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Step 1
Start by configuring the Flow: add documents or forms, create roles and set access permissions before adding the Pre-fill from NetSuite Records Bot
Step 2
Connect your NetSuite account
Step 3
Select a base record type for the NetSuite record
Step 4
Add search fields and match them with fields in a Slate document to find the starting NetSuite record
Step 5
Select the data type you’d like to map: single line or table
Step 6
Map NetSuite record fields to the fields of a Slate document
Step 7
Set conditions for when a Slate document will be automatically pre-filled with data from a NetSuite record
Note: The condition displayed indicates that the Bot will be triggered when the recipient under the ‘Customer’ role opens a Slate.
Step 8
Send a Slate with role-based access permissions

Outcome: Based on the conditions you’ve set, the mapped fields of a Slate document will be pre-filled with data from the specified NetSuite records.

Commonly used conditions for when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a Slate document are completed or not completed

Requirements

To install the Pre-fill from NetSuite Records Bot, begin by setting up a Flow

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Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!
Mark Mc Nichol
in at the deep end/IATDE
...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.
Brian Del Terzo
Your Credit Life
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Install the Pre-fill from NetSuite Records Bot to automate workflows

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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:

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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.

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