Salesforce – NetSuite (SuiteBilling) Template2020-09-21T20:52:52+00:00

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

Learn more about Celigo’s solutions for quote-to-cash automation here.

Salesforce – NetSuite (SuiteBilling) Template

Get up and running with essential flows for the most common use-cases, saving you the trouble of developing integrations from scratch.

Sync Billing Accounts, Opportunities, Orders, Quotes, Subscriptions(Custom record), and Subscription change orders(Custom record) between Salesforce and NetSuite. Note: This flows only works in new UI.
  • FLOWS 10
  • Created by Celigo Labs
  • Company Celigo Labs
Flows
Type

This integration flow syncs NetSuite subscription change orders as NetSuite subscriptions for status sync.

This integration flow syncs NetSuite subscription change orders as Salesforce subscription change orders (Custom record).

This integration flow syncs NetSuite subscriptions as Salesforce subscriptions (Custom record).

This integration flow syncs Salesforce billing accounts (custom record) as NetSuite billing accounts.

This integration flow syncs Salesforce opportunities as NetSuite customers, billing accounts, subscriptions and sales orders.

This integration flow syncs Salesforce opportunities (with existing Subscription) as NetSuite subscriptions and sales orders for Add Item.

This integration flow syncs Salesforce orders as NetSuite customers, billing accounts, subscriptions and sales orders.

This integration flow syncs Salesforce quotes as NetSuite customers, billing accounts, subscriptions and sales orders.

This integration flow syncs Salesforce subscriptions (custom record) as NetSuite subscription change orders for Price/Quantity.

This integration flow syncs Salesforce subscriptions (Custom record) as NetSuite subscriptions and sales orders.

Why integrate
with Celigo?

Magento 2 - NetSuite

Comprehensive flows out-of-the-box
Celigo integrations cover a wide breadth of applications and use-cases to ensure that all of your needs are accounted for

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Intuitive setup without coding
Intuitive design that guides you through the process of setting up the integrations, without worrying about APIs or code

Self-service with low maintenance

Self-service with low maintenance
Built for both IT & end-users, take control of your integrations with the Celigo standalone application

Customizable and expandable

Customizable and expandable
Data integration flows can be customized and expanded with Celigo’s iPaaS, without requiring technical resources

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With the intuitive dashboard on our Integrator.io platform, taking control of your software integrations has never been easier. The dashboard features powerful integration management tools, letting you quickly update data mapping, configurations, and other integration settings in no time at all. To keep your integrations running without fuss, we put extra effort into making error handling as user-friendly as possible, even developing AI to better identify the cause of errors. Since integration management on Integrator.io is designed for both business and IT users, the dashboard includes flexible user management capabilities, so you can easily set up system access rights for any user.

No other iPaaS includes the same level of robust integration management features designed for the user as Integrator.io.

Built on integrator.io by Celigo

Celigo’s integrator.io is a complete iPaaS that automates key business processes at scale by enabling anyone across your business to integrate applications, whether they’re IT or business users. Leveraging over a decade of experience helping thousands of customers integrate their systems, we’ve built an iPaaS that easily connects thousands of applications while requiring fewer resources to maintain.

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