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.