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
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:Learn more
- 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
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.
Start automating in minutes by adding NetSuite Bots to any of your airSlate Flows.
Export to NetSuite Bot Export completed Slate to NetSuite record Create NetSuite Records Bot Create NetSuite Record bot Update NetSuite Records Bot Update NetSuite Record Bot