Automate NetSuite document processes with the no‑code WorkFlow integration
Speed up process automation in NetSuite with no‑code document workflows. Generate data‑driven documents, send them for signing in a role‑based order, and use them to create or update NetSuite records ‒ all from a single point of control.
What if you could deploy document workflows of any scale in minutes?
Configure data-driven workflows for your industry and business case, regardless of their complexity.
See it in action
Watch how to easily automate your NetSuite document workflows using the no-code WorkFlow integration.
Enjoy fast and easy-to-configure workflow automation
Build end-to-end, multi-step workflows inside NetSuite to automate document creation, routing, approvals, storage, and notifications.
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- Generate actionable PDF, HTML, Spreadsheets, and DOCX documents pre-filled with NetSuite data.
- Easily populate documents with data from your standard and custom records, parent relations, related lists, or even indirectly related records.
- Establish conditional routing for documents between CRM contacts, and internal and external recipients.
- Create new or update existing records based on data entered into a document’s fillable fields.
- Save e-signed documents to NetSuite attachments or external services.
- Change the status of NetSuite records and trigger actions in NetSuite based on actionable data in the documents.
- Generate batches of documents on a set schedule and send them out with a single click of a button.
- Sync NetSuite data with Salesforce, Microsoft Dynamics 365, and other systems of record.
Start automating your document workflows today!
Contact usRead the step-by-step guide for more detailed insights
This guide will take you through the process of installing, configuring, and using the airSlate application for your NetSuite account.
Read Guide
Start automating in minutes by adding NetSuite Bots to any of your WorkFlow Templates
Automate your workflows with ready-to-use Bots that update existing and create new NetSuite records, extract data, and save completed documents.
Jotform
Form creation
Conga
Contract Management
Hellosign
eSignature
Adobe
PDF Editing
Kissflow
Workflow automation
WorkFlow
No-code document workflow automation
- Document generation
- Online PDF editor
- Web form builder
- Built-in eSignature
- CRM integrations
- Reports
- Audit trail
- Contract negotiation
Why WorkFlow
- A single holistic platform ‒ no need to integrate multiple services or platforms
- No-code configuration and deployment decreases time to value by 10x
- Natively connects to hundreds of cloud services using no-code Bots
Our customers are talking
From individual users to teams of thousands — see how customers are using WorkFlow to create, integrate, and automate entire document workflows quickly and effortlessly.
Read more customer stories
Want to know more about this integration?
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- Get qualified setup assistance for your integration
- Address any of your questions about WorkFlow
- Learn about getting the most out of business automation in NetSuite