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Netsuite

Netsuite Connection

Put Netsuite to Work with @Human Automations and @Human Agents

The Netsuite Connection documents all Triggers, Actions and Query Operations available for creating automations via the Netsuite API.

What can you do with the Netsuite Connection?

  • Connect to the Netsuite API in a few clicks

  • Use the related Netsuite Operations (see below) in @Human Automations or @Human Agents

Trigger Operations

Lead Created

Triggers on: leads/created

Triggered when a new lead record is created in NetSuite.

Lead Updated

Triggers on: leads/updated

Triggered when an existing lead record is updated in NetSuite.

Calendar Event Created

Triggers on: calendar/created

Triggered when a new calendar event is created in NetSuite.

Calendar Event Updated

Triggers on: calendar/updated

Triggered when an existing calendar event is updated in NetSuite.

Activity Event Created

Triggers on: events/created

Triggered when a new activity event is created in NetSuite.

Activity Event Updated

Triggers on: events/updated

Triggered when an existing activity event is updated in NetSuite.

Action Operations

Action: Create a Customer

Action: Create a Sales Order

Action: Update a Sales Order

Action: Create an Invoice

Action: Update an Invoice

Query Operations

Query: Find a Customer

Query: Find a Sales Order

Query: Find an Invoice

Example link

Obtaining Access Credentials

To obtain a System-to-System Personal Access Token (PAT) for NetSuite, follow these steps:

Prerequisites

  • NetSuite Administrator Account (or a role with permissions to create tokens).

  • NetSuite Subscription with Token-Based Authentication (TBA) enabled.

Steps to Generate the Token

  1. Log in to NetSuite with an Administrator account.

  2. Navigate to: SetupCompanyEnable FeaturesSuiteCloud tab.

    • Ensure "Token-Based Authentication" is checked.

    • Save changes.

  3. Go to: SetupUsers/RolesAccess TokensNew.

  4. Fill in the required fields:

    • Application Name: (e.g., "System Integration")

    • User: Select the user account for the token.

    • Role: Assign the appropriate role (e.g., "Full Access" or a custom role).

    • Token Name: (e.g., "System-to-System PAT")

  5. Click Save.

  6. Copy the generated Token ID and Token Secret (displayed only once).

    • Store them securely (they cannot be retrieved again).

Required Values for Token Request

  • Account ID (NetSuite Account Number)

  • Token ID (Generated in Step 6)

  • Token Secret (Generated in Step 6)

  • Consumer Key (From Integration Record, if applicable)

  • Consumer Secret (From Integration Record, if applicable)

Configuring Webhooks

  1. Enable SuiteCloud Features:

    • Navigate to: SetupCompanyEnable FeaturesSuiteCloud tab.

    • Ensure Server SuiteScript and Workflow are enabled.

    • Click Save.

  2. Access Workflows:

    • Navigate to: CustomizationScriptingWorkflowsNew.

  3. Initialize the Workflow:

    • Record Type: Select the record you want to monitor (e.g., Lead).

    • Initiation: Select Event Based.

    • Event Types: Check Create and/or Edit.

    • Click Save.

  4. Add Outbound Action:

    • In the workflow canvas, click on the State to open the Workflow State window.

    • Click New Action and select the script or custom action designed for Outbound Webhooks.

    • (If using a custom script, select Execute Script).

  5. Configure the Endpoint:

    • Enter the Webhook URL provided by the platform (e.g., https://[INSTANCE]/webhooks/netsuite/leads/created).

    • Set the Trigger On field to After Record Submit.

  6. Deploy the Workflow:

    • Change the Release Status to Released.

    • Click Save.

Code (Apache v2.0): Service Connectivity and Metadata

Code (Apache v2.0): List of External Resources and Internal Mapping

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