NetSuite
Overview of the NetSuite book.
Overview
NetSuite is a comprehensive cloud-based enterprise resource planning (ERP) platform that integrates financial management, CRM, e-commerce, and business intelligence. This integration enables automated financial data synchronization, customer record management, order processing, and business reporting workflows. Streamline enterprise operations and enhance business process automation across your NetSuite environment.
Prerequisites
1. Required Books
The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:
NetSuite
How to Add the Book(s)
Go to Books → All Books.
Search for name of the book and click on it.
Click on Install or Add Connection to add the book to your agent.
If adding a connection, you'll be prompted for connectivity details.
Connectivity
This section outlines the available methods for connecting to the Book, along with the required configuration details for each.
Connect using Consumer key, Consumer secret, Token ID, Token secret and Account ID
Connects to Netsuite using token based authentication (TBA).
Consumer key
The consumer key for the Netsuite account
sensitive
Consumer secret
The consumer secret for the Netsuite account
sensitive
Token ID
The token ID for the Netsuite account
sensitive
Token secret
The token secret for the Netsuite account
sensitive
Account ID
The account ID for the Netsuite account
text
Configuration
The following table details all the available configuration options for this book.
attachment folder id
Get the ID of the FileCabinet folder to upload attachments to.
text
(no default)
Configuration can be set or retrieved as shown in the following examples:
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