NetSuite

A CRM software suite from the NetSuite company.

(NetSuite offers software products other than CRM. However, within the AgilePoint NX documentation, "NetSuite" usually refers to the NetSuite CRM software.)

Integrations and Connectors

AgilePoint NX integrates in these ways with NetSuite:

  • Activities in Process Builder
  • Lookups in eForm Builder
  • File Repository for Process-Based Apps
  • File Repository for eForms
  • Access tokens
  • AgileConnectors

Activities in Process Builder

You can use out-of-the-box activities for NetSuite to execute actions in process-based apps.

An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.


NetSuite Activities

The following activities are available for NetSuite.

  • Add Note
  • Create Folder
  • Create Record
  • Create Multiple Records
  • Delete Multiple Records
  • Delete Record
  • Get Record
  • Query Records
  • Update Multiple Records
  • Update Record
  • Upsert Record

For more information, refer to the process activities for NetSuite in Process Builder:

Lookups in eForm Builder

You can create lookups for NetSuite in eForm Builder and form-based apps.

A lookup is an automated procedure that retrieves data from an external data source, such as a database or third-party service, to display runtime. For example, you can use a lookup to populate the options in a list on an eForm.

For more information, refer to NetSuite lookup configuration.

Figure: A drop-down list populated from a lookup

A drop-down list populated from a lookup
Figure: Sample lookup configuration screen

Configure Lookup Screen

This image is only one example configuration screen from the Auto-Lookup form control. It does not show all the configuration options, and lookups can be configured and executed in multiple ways. The Auto-Lookup control can perform a lookup for eForms or other controls. However, many other form controls have built-in lookup capabilities — for example, the Drop-Down List form control. For information about how to configure lookups, refer to eForm Controls.

File Repository for Process-Based Apps

NetSuite can be as a file repository (also called a data source in a process-based app. There are many activities that let you upload and download files from various third-party repositories.

Figure: Sample file transfer repository configuration screen

NetSuite Source Repository Screen

File Repository for eForms

NetSuite can be as a file repository to upload and download files in eForms. In an eForm or form-based app, file transfer is handled with the File Upload form control.


NetSuite Create Document Repository screen

Access Tokens

You can create access tokens for NetSuite.

An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, application designers can simply select and reuse it, rather than entering the credentials each time they are needed.

For more information, refer to Access Token for NetSuite.


NetSuite Access Token Configuration screen

AgileConnectors

AgileConnector are available for this integration.

For more information, refer to Administration for Out-of-the-Box AgileConnectors.

Related Topics

NetSuite Documentation

Use these to find third-party vendor documentation for NetSuite:

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Keywords

NetSuite, Net Suite, CRM, customer relationship management