Sync Salesforce Opportunities to NetSuite Sales Orders When an Opportunity is marked “Closed-Won”, create a Sales Order in NetSuite. Sync Salesforce Quotes to NetSuite Invoices Convert Salesforce Quotes into NetSuite Invoices automatically. Sync Salesforce Products to NetSuite Items Ensure that the product catalog is always up to date. Sync Payments & Transactions When a payment… Continue reading Common Use Cases for Salesforce → NetSuite Sync using Workato
Author: Magi Thomas
Example Workato Recipe JSON
{ “trigger”: { “app”: “salesforce”, “event”: “new_or_updated_record”, “object”: “Account” }, “actions”: [ { “app”: “netsuite”, “action”: “search_record”, “object”: “customer”, “filters”: { “email”: “{{trigger.email}}” } }, { “if”: { “condition”: “customer_found” }, “then”: { “app”: “netsuite”, “action”: “update_record”, “object”: “customer”, “record_id”: “{{customer.id}}”, “fields”: { “companyname”: “{{trigger.Account_Name}}”, “phone”: “{{trigger.Phone}}” } } }, { “else”: { “app”: “netsuite”,… Continue reading Example Workato Recipe JSON
Key Steps for Salesforce to NetSuite Sync in Workato
Identify the Data to Sync Decide what data needs to be transferred from Salesforce to NetSuite. Examples: Customer Sync: Salesforce Accounts → NetSuite Customers Contact Sync: Salesforce Contacts → NetSuite Contacts Opportunity to Sales Order: Salesforce Opportunities → NetSuite Sales Orders Product Sync: Salesforce Products → NetSuite Items Invoice Sync: Salesforce Opportunities/Quotes → NetSuite Invoices… Continue reading Key Steps for Salesforce to NetSuite Sync in Workato
Workato
Workato is a cloud-based integration and automation platform that enables businesses to connect various applications, automate workflows, and manage data transfers between systems without requiring extensive coding. It is widely used for iPaaS (Integration Platform as a Service) and workflow automation in enterprises. Key Features of Workato: Pre-Built Connectors: Workato provides connectors for various SaaS… Continue reading Workato
Update the existing address in the NetSuite using HighTouch Sync
Method – POSTMAN URL – https://5308359-sb1.suitetalk.api.netsuite.com/services/rest/record/v1/customer/22992/addressBook/102433 request Body – { “addressBookAddress”: { “addressee”: “Test John Doe”, “addr1”: “123 New Street”, “addr2”: “Apt 456”, “city”: “New City”, “state”: “CA”, “zip”: “12345”, “country”: “US” }, “defaultBilling”: true, “defaultShipping”: false, “isResidential”: false } Consumer Key / Client ID 7ad3cfdcda79305c6f7efa713751310d4d806c7c36ac78cd7673095cb6981c54 Consumer Secret / Client Secret 6cf06ebcee999bcf0710654cd6d5054d92d0766bdde5d11f9061f1befebc4561 Token Id 6af5ef66782fc17a835713793c70e7e3ffe77dd534cc191065bc99c6d3971ef0… Continue reading Update the existing address in the NetSuite using HighTouch Sync
Create Email button using Vue.js
<td align=“center”><button class=“linebutton” @click=“handleLineButtonClick(value)” :disabled=“isLoading || showEmailToast || showToast” :class=“{ ‘disable-hover’: isLoading || showEmailToast… Continue reading Create Email button using Vue.js
Send an Email when Item Fulfillment is changed to shipped staus
/** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([‘N/record’, ‘N/email’, ‘N/runtime’, ‘N/search’, ‘N/render’], /** * @param{record} record * @param{email} email * @param{runtime} runtime * @param{search} search * @param{render} render */ (record, email, runtime, search, render) => { … Continue reading Send an Email when Item Fulfillment is changed to shipped staus
REST Web Services Prerequisites and Setup
To assign the required permissions to a user’s role: Go to Setup > Users/Roles > User Management > Manage Roles. Locate the role you want to modify. Click the corresponding Edit or Customize link. On the Permissions subtab, click Setup. In the Permission list, select REST Web Services. In the Level list, select Full. Click Add. On the Permissions subtab,… Continue reading REST Web Services Prerequisites and Setup
Send Customer Statement Email with Attachment using Workflow
Create Custom Entity Field to act as a flag in Saved Customer Search Results Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label: Enter Label Example: Customer Statement Email Type: Select Check Box Store Value: Enter Checkmark Click Applies To Customer: Enter Checkmark 4. Click Display Subtab: Select Main Click Save 5.Create Saved Customer Search with Open Balances Navigate to Lists > Search > Saved Searches > New Click Customer Search Title: Enter Title Example: Customer Wants Statement Email Click Criteria Click Standard Filter: Select Customer Statement… Continue reading Send Customer Statement Email with Attachment using Workflow
Automated Item Pricing Based on the Preferred Vendor’s Purchase Price
/** * @NApiVersion 2.1 * @NScriptType UserEventScript */ define([‘N/record’], /** * @param{record} record */ (record) => { /** * Defines the function definition that is executed before record is submitted. * @param {Object} scriptContext *… Continue reading Automated Item Pricing Based on the Preferred Vendor’s Purchase Price