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Automate NetSuite workflows with this no-code airSlate integration

Speed up NetSuite marketing automation with no-code airSlate workflows. Generate data-driven documents, send them for signing in a role-based order, and use them to create or update NetSuite records.

Use a single no-code integration instead of five different solutions

airSlate has everything you’ll ever need to run the perfect NetSuite workflow
in a single application
  • Forms and Surveys
  • Document generation
  • PDF editor
  • Contract management
  • E-signature

Enjoy fast and easy-to-configure robotic process automation

Try airSlate Bots to make your NetSuite workflows more robust. Bots are configured in minutes and don’t require any coding. Automate these routine tasks:
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  • Conditional routing of documents between CRM contacts, internal and external recipients
  • Generating actionable documents pre-filled with NetSuite data
  • Creating new records based on data entered into a document’s fillable fields
  • Updating existing records based on fillable field data from documents
  • Saving e-signed documents to NetSuite attachments or external services
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See it in action

Watch how to easily automate workflows in your NetSuite
account using no-code airSlate Bots

What if you could make this kind of workflow
configurable in minutes?

  • 01An insurance agent receives a claim from a customer and sends over a Claim form that has been automatically pre-filled with that client’s NetSuite data.
  • 02Once completed by the client, the form is automatically sent back to the agent’s manager.
  • 03Once the manager has approved the form, a receipt is automatically generated and sent to the customer using the airSlate document generator.
  • 04Part of the claim form’s information is used to automatically update the сustomer’s NetSuite record. All Claim information is then transmitted separately to the company’s internal record management system.
  • 05Both the customer and agent receive instant email notifications confirming the claim’s approval. An airSlate Bot then sends payment to the customer’s bank account.
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