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Automate quote-to-cash and enhance your Salesforce-NetSuite integrations with a comprehensive set of Suite Billing automation workflows
The Salesforce-NetSuite Suite Billing Template is an enhancement to Celigo’s Salesforce-NetSuite Integration App that automates quote-to-cash through a series of Suite Billing-related workflows.
- Export Salesforce Opportunities into NetSuite to create a Customer, Billing Account, & Subscription record when the Opportunity is set to “Closed Won”
- Export Orders from Salesforce into NetSuite to create a Customer, Billing Account, & Subscription record
- Export Salesforce Quotes into NetSuite to create a Customer, Billing Account, & Subscription record as soon as the Quote is accepted
- Sync NetSuite Subscriptions as Salesforce Subscriptions
- Sync NetSuite Subscription Change Order to NetSuite Subscriptions
- Export Salesforce Subscriptions (custom object) as NetSuite Subscription Change Orders
- Export Salesforce Subscription (custom object) into NetSuite to add item(s) to NetSuite Subscription and NetSuite Sales Order
- Export Salesforce Opportunities into NetSuite to add item(s) to NetSuite Subscription record
- Sync Salesforce Billing Accounts as NetSuite Billing Accounts
- Sync NetSuite Subscription Change Orders as Salesforce Subscription Change Orders (custom object)
- Import Docusign files from Salesforce into NetSuite as attachments
Salesforce – NetSuite (SuiteBilling) Integration Template
Get up and running with essential flows for the most common use-cases, saving you the trouble of developing integrations from scratch.
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