Salesforce – NetSuite (IO) Template2020-09-14T21:01:24+00:00

Streamline your business operations by integrating Salesforce with NetSuite and other business applications. Automate workflows by using an integration template that provides prebuilt integration flows for synchronizing quotes, opportunities, orders, customers, and contacts between Salesforce and NetSuite. Jump start your integrations with templates.

Salesforce – NetSuite (IO) Template

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

Sync Accounts, Account Email Messages, Account Tasks, Contacts, Contact Emails, Contact Tasks, Products, Opportunities, Opportunity Emails, Opportunity Tasks, Orders, Order Status, Financials and Quotes between Salesforce and NetSuite. Please note that this template will only work if you have the Salesforce - NetSuite Connector (IO) Integration App installed in your IO account.
  • FLOWS 19
  • Created by Celigo Labs
  • Company Celigo Labs

This integration flow syncs NetSuite contact emails as Salesforce contact emails.

This integration flow syncs NetSuite contact tasks as Salesforce contact tasks.

This integration syncs NetSuite customer emails as Salesforce account email messages.

Syncs NetSuite "Customer > Financial" fields to Salesforce Account custom fields. Here, the fields present in NetSuite "Customer > Financial" are called as Customer Financials. You can also find these fields in the flow mapping.

This integration flow syncs NetSuite customer tasks as Salesforce account tasks.

Syncs NetSuite Items along with Price Levels to Salesforce Products and Price Books as per the scheduled time and duration. This flow triggers as per the scheduled time and syncs newly created or updated Items and Price Levels to Salesforce Products and Price Books. If you want to use the multi-currency feature, enable it in both NetSuite and Salesforce. A Price Book is created for each combination of currency and price level.

This integration syncs NetSuite opportunity emails as Salesforce opportunity email messages.

This integration flow syncs NetSuite opportunity tasks as Salesforce opportunity tasks.

This integration flow syncs NetSuite quotes as Salesforce quotes.

This integration syncs NetSuite sales order status as Salesforce order status.

Syncs records present in NetSuite Sales Orders to Salesforce Orders as per the scheduled time and duration. This flow gets triggered as per the scheduled time and syncs all the newly created Sales Orders to Salesforce Orders.

Syncs NetSuite Transaction Records that consists of Cash Sale, Cash Refund, Credit Memo, Customer Payment, Customer Refund, Customer Deposit, and Invoice from NetSuite to Salesforce Financials (NetSuite Financials object) as per the scheduled time and duration. The transaction details are also updated in Salesforce Account and NetSuite Customers.

Syncs records present in Salesforce Accounts as NetSuite Customers in real-time. This flow triggers automatically when you update an Account in Salesforce. This flow will not sync a new Account as NetSuite customers. To create a new Customer in NetSuite and a Salesforce Account, run your Opportunity flows.

Syncs records present in Salesforce Contacts as NetSuite Contacts in real-time. This flow performs real-time updates to existing Contacts in NetSuite and also adds new ones in NetSuite. This flow triggers automatically when you update an existing Contact or create a new one for an Account. Contacts are also created in NetSuite when you sync a Salesforce Opportunity as a NetSuite Sales Order.

This integration flow syncs Salesforce opportunities as NetSuite opportunities.

This integration flow syncs Salesforce opportunities as NetSuite projects.

Syncs Salesforce Opportunities as NetSuite Sales Orders in real-time. This flow triggers automatically when you create a new Opportunity or update an existing one in Salesforce. The flow is intelligent enough to check for Customer and its Contacts related to a Sales Order. If absent, the flow creates them for the Sales Order based on the corresponding Opportunity record present in Salesforce. The flow syncs the Opportunity associated Account as NetSuite Customer and Account associated Contact as NetSuite Contact. In addition, it also ensures that Parent and Grand Parent Accounts are also synced to NetSuite.

This integration flow syncs Salesforce products as NetSuite items.

This integration flow syncs Salesforce quotes as NetSuite quotes.

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Magento 2 - NetSuite

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

Built on by Celigo

Celigo’s 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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