Update NetSuite records Bot

The Update NetSuite Records Bot updates records in NetSuite with data taken from Slate documents when certain conditions are met.

Get your automated processes up and running in minutes with the Update NetSuite records Bot. No coding required.

Map entity fields to document fields

Configure Bot settings

First, connect to your NetSuite account. Once connected, select the entity along with the record that needs to be updated. Add search conditions to find the starting record. 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 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., select fields in the order form and tell the Bot to export data to the record when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

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 Bot in action

Contract Management Flow

The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.

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Sales Order Flow

The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.

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Sales Quotation Flow

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

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Leave of Absence Request Flow

The Leave of Absence Form Flow is used by the staff of educational institutions to automate the process of collecting forms and approve leave for students as soon as possible.

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Set up seamless NetSuite integration via airSlate Bots

The issue of automation with system integrations is gaining momentum. Automation addresses so many problems related to data transfer, customer satisfaction and efficient workflow. When choosing a new automation software solution, companies pay attention primarily to its compatibility with the platforms they are already being utilizing.

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).