Update NetSuite Records Bot

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

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  • Used in 31 Flows
  • Used in 31 Workspaces
  • Installed 466 times in the last 30 days
  • 98% success rate

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

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Update NetSuite Records Bot when you need to automate the process of updating existing NetSuite records with data from completed Slate documents. For example, when a customer changes the number of products on an order form, the corresponding NetSuite record will be updated.
What the Bot does Updates a NetSuite record using filled-in data from the fields of a Slate document.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Step 1
Start by configuring a Flow: add documents or forms, create roles and set access permissions before adding the Update NetSuite Records Bot
Step 2
Connect your NetSuite account
Step 3
Choose the NetSuite record type you intend to update
Step 4
Configure the lookup to find the NetSuite record you intend to update
Step 5
Map Slate document fields to NetSuite record fields
Step 6
Set conditions for when the NetSuite record will be automatically updated using data from the Slate document
Note: The condition displayed indicates that the Bot will be triggered when the specified signature field in a Slate document has been signed or when specific fields in a Slate document have been completed.
Step 7
Send a Slate with role-based access permissions

Outcome: Based on the conditions you’ve set, data from the Slate document's mapped fields will be used to update the corresponding fields of a NetSuite record matching the values that you’ve specified.

Commonly used conditions for when the Bot acts

  • When the specific fields in a Slate document are completed or empty

Requirements

To install the Update 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 Update NetSuite Records Bot to automate workflows

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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).

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