Update NetSuite Records Bot

Keep your information up-to-date and accurate with no manual data entry or coding. Automatically apply changes to the records in your NetSuite account based on the information added to a document with the Update NetSuite Records Bot.

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

Map fields in a document to data in a NetSuite record

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 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., tell the Bot to update NetSuite records when all the required fields in a document 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

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

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Appointment Request Flow Template

The Appointment Request Flow Template is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.

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Hotel Sales Proposal Flow Template

The Hotel Sales Proposal Flow Template is used by sales departments to save time and increase productivity by automating proposal-related processes.

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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).