NetSuite

ERP

Bridge your ERP and your AI agents. NetSuite integration gives agents direct access to customers, vendors, invoices, sales orders, payments, and custom SuiteQL queries. Multi-subsidiary and multi-currency supported.

27 actions available

New deal closes in Salesforce and fires the order-to-cash workflow

Agent creates NetSuite customer if record does not exist

Agent creates sales order from deal line items

Agent creates NetSuite invoice when ShipBob fulfillment trigger fires

Agent records payment application in NetSuite when Stripe payment succeeds

Finance team notified via Slack with order-to-cash cycle summary

Sales orders above $50,000 paused for VP of Sales approval before record creation

What This Integration Enables

NetSuite integration gives FlowRunner agents access to the core financial and operational data layer: customers, vendors, invoices, sales orders, and payments. Agents read data to make decisions, write data to keep records current, and run SuiteQL queries for complex data retrieval that standard filters cannot handle. Built for multi-subsidiary and multi-currency environments.

Without FlowRunner

Manual order-to-cash Staff create NetSuite customer, SO, invoice, and payment records by hand across systems

AP reconciliation surprises Open vendor bills with received POs sit unmatched until someone runs a manual report

Monthly subsidiary reporting Finance team exports and combines reports from each subsidiary manually at month-end

With FlowRunner

Full order-to-cash automation Deal close to payment recorded with zero manual NetSuite entries

Weekly AP reconciliation alerts Open bills with received POs surfaced automatically with Asana tasks created for AP

Same-day cross-subsidiary reports Revenue by product line and geography posted to finance channel at month-end without manual exports

Use Case Scenarios

Order-to-Cash Automation

A new deal closes in Salesforce. The agent creates a NetSuite customer if one does not exist, then creates a sales order from the deal line items. When the order ships in ShipBob, the fulfillment trigger fires and the agent creates the NetSuite invoice. When payment lands in Stripe, the agent records the payment application in NetSuite. The entire order-to-cash cycle runs without a single manual entry.

Vendor Bill Reconciliation

Every week, the agent runs a SuiteQL query to identify open vendor bills where the corresponding purchase order in NetSuite has been marked received but no payment has been scheduled. It generates a reconciliation report and posts it to the #ap-ops channel. For bills past due, it creates a task in Asana for the AP team. AP managers see exactly what needs action without pulling reports.

Multi-Subsidiary Revenue Reporting

At month end, the agent runs SuiteQL queries across all subsidiaries to extract revenue by product line, customer segment, and geography. It formats the data into a structured report and posts it to #finance-monthly. The CFO sees cross-subsidiary performance consolidated without requiring the finance team to export and combine subsidiary reports manually.

Human-in-Loop Highlight

Sales order creation above a defined dollar threshold requires approval before the record is created in NetSuite. When an agent processes a deal that would generate an SO above $50,000, it pauses and routes to the VP of Sales via Slack: "Proposed sales order for [Customer]: $73,000. Review the line items and approve or modify before I create this in NetSuite." The VP reviews and clicks approve. The agent creates the SO. The approval is logged with the approver identity and timestamp.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

24 actions

Customer Management

Create Customer Creates a new customer record in NetSuite. Used when a deal closes in your CRM: the agent provisions the NetSuite customer record so invoicing can begin immediately.
Get Customer Retrieves a customer record with full detail. Used when agents need to verify billing terms, credit status, or subsidiary before creating a sales order.
Update Customer Modifies customer properties. Used to sync changes from your CRM or support system into NetSuite.
Delete Customer Removes a customer record. Used in data governance workflows with appropriate controls.
List Customers Returns a filtered list of customer records. Used in reporting and reconciliation workflows.

Vendor Management

Create Vendor Creates a vendor record. Used in procurement onboarding workflows where a new supplier is approved and needs to be set up in NetSuite.
Get Vendor / Update Vendor / Delete Vendor / List Vendors Full vendor lifecycle management. Used to keep supplier data current as vendor relationships change.

Invoice Management

Create Invoice Creates a NetSuite invoice. Used in billing automation: when a project milestone is completed or a delivery is confirmed, the agent creates the invoice directly in NetSuite.
Get Invoice Retrieves invoice details. Used to check payment status and terms before taking action in collections or AR workflows.
Update Invoice Modifies invoice fields. Used for billing corrections before payment is collected.
Delete Invoice Removes an invoice. Used in error correction workflows.
List Invoices Returns filtered invoices. Used in AR aging, collections prioritization, and financial reporting workflows.

Sales Order Management

Create Sales Order Creates a sales order in NetSuite. Used in order management workflows: when an order is confirmed in an external system, the agent creates the corresponding NetSuite SO automatically.
Get Sales Order Retrieves a sales order with full line item detail. Used when agents need order context for fulfillment, shipping, or invoicing workflows.
Update Sales Order Modifies a sales order. Used when order changes are received from the customer or CRM system.
Delete Sales Order Removes a sales order. Used in cancellation workflows.
List Sales Orders Returns filtered sales orders. Used in order status reporting and fulfillment queue management.

Item Management

Get Item Retrieves a product or service record from the NetSuite item catalog. Used when agents need pricing, unit of measure, or GL account information before creating an order or invoice.
List Items Returns a list of items matching filter criteria. Used in catalog synchronization and pricing validation workflows.

Payment Management

Create Payment Records a payment against an open invoice or sales order. Used when payment is confirmed in Stripe or a bank feed: the agent records the application in NetSuite.
Get Payment Retrieves payment details. Used in reconciliation and audit workflows.
Delete Payment Removes a payment record. Used in error correction workflows.
List Payments Returns filtered payment records. Used in cash application and AR reconciliation workflows.

Advanced Query

Run SuiteQL Query Executes an arbitrary SuiteQL statement against the NetSuite database. Used for complex data retrieval: multi-table joins, conditional aggregations, custom report data that standard API filters cannot produce. This action is the escape hatch for any data need not covered by standard operations.

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