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.
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.
Celigo integrations cover a wide breadth of applications and use-cases to ensure that all of your needs are accounted for
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
Built for both IT & end-users, take control of your integrations with the Celigo standalone application
Customizable and expandable
Data integration flows can be customized and expanded with Celigo’s iPaaS, without requiring technical resources
Choose Your Path to Optimized Success
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.
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.
Integration & Data Manipulation Tools
Integrator.io by Celigo
Features for every user’s integration needs
Developer toolsUse advanced options to build powerful custom integrations. Create and share your own stacks, generate tokens for direct API calls, build your own wrapper, and more.
Pre-built IntegrationsOver 160+ pre-built connectors plus universal adapters connect to any API, reducing time-to-value by hiding API complexity.
User-friendly DashboardMonitor and troubleshoot integration flows using the integrator.io management dashboard with the ability to re-run flows or view error details.
Integration OrchestrationSet up multiple imports and exports as part of a single integration flow. Orchestration supports complex processes that require data coming from, and going to, multiple sources.
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