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Update NetSuite Records

Update NetSuite Records

Name: Update NetSuite Records | airSlate
Brand: airSlate
Rating: 3.4 (119 reviews)

Maintain your data current and precise without any manual input or programming. Automatically implement modifications to the entries in your NetSuite account using the Update NetSuite RecordsBot, based on the information included in a document.

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Developed by

airSlate Inc.

4,5 out of 5

(119 votes)

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Setup duration 5-10 min.

What the Update NetSuite Records does

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

When to use the Update NetSuite Records

Install and configure the Bot when you need to automatically update customer information, contact info, or product descriptions in NetSuite based on the information from a contact form, sales order, refund form, etc.

Export Custom Values to Update NetSuite Records

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

Configure Bot settings

First, connect to your NetSuite account. Choose the NetSuite base record type you need. If necessary, select the related record types as well. Connect the document fields to the NetSuite record fields. Then, specify what information from the document will be used to update this record.

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, email, or name. E.g., tell the Bot to Update NetSuite Recordswhen all the required fields in a document have been filled out.

Get your record updated 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 record of your choice will be updated with data added to the document.

Try pre-built workflows to experience the Update NetSuite Records in action

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Hotel Sales Proposal

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Install the Update NetSuite Records to automate your document workflows

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Set up seamless NetSuite integration via airSlate Bots

NetSuite covers ERP, CRM, and e-commerce. As a full-featured platform, many companies hold it in high regard. And In order to stay competitive, integration with such an advanced platform is a must for newly-developed automation software. airSlate is no exception here and even features no-code Bots to streamline data transfers between systems and can record NetSuite updates for statistics.

Imagine a company that bases its business management on NetSuite, but runs document flow in airSlate. While the customer relations unit shares a form with clients to collect their experience assessments, the marketing department expects results to come up with various improvement measures. The configured Bot for NetSuite will automatically update NetSuite customer records once your clients complete the forms.

The other benefits of using this Bot include:

Cost-saving
Time-saving
Improved internal workflow
Operational accessibility 24/7
Work automation

airSlate enables you to change record type in NetSuite with no human interaction. It only takes 5 minutes of your time to set the triggers and conditions. Additionally, you will never come back to this issue again (unless it's for adding improvements).

Other Bots often used with the Update NetSuite Records

Export to NetSuite Bot

Pre-fill from NetSuite Records

Create NetSuite Records Bot

Revoke Access to Step Bot

Forbid Discarding Changes Bot

Delete workflow instance

Speed up repetitive tasks with no code

Use Update NetSuite Records

Start creating a new Flow and transfer samples or generate templates right on the platform to activate the Bots option. Find and choose a wanted Bot from the list.

Configure it

Open the Bot setup. Complete all the required fields to define general and advanced settings. Don’t forget about indicating activation circumstances to prevent false activations (you can add a couple of circumstances).

See the way it works

Implement the workflow and explore the outcomes. Make sure the software robots operate appropriately. If something goes wrong, check the Bots log to correct the mistakes and run your Flow again.