airSlate altaFlow for NetSuite

Solution Overview

WorkFlow empowers people to automate their document workflows and seamlessly integrate them with NetSuite. Maximize what you can do with NetSuite via the altaFlow integration.

• Generate documents and packages of documents pre-filled with data from NetSuite records
• Easily build eSignature or approval routing workflows that reach internal and external recipients 
• Send batches of documents and save returned documents to NetSuite or an external storage service
• Create new and update existing records based on data entered in a document’s fillable fields
• Sync NetSuite data with Salesforce, Microsoft Dynamics 365, and other systems of record

Key Benefits

Create documents
Generate documents on the fly by pre-filling data from a NetSuite list or file. No need to jump between tabs and systems ‒ kick off the process directly from your NetSuite account.

Streamline document approvals
Automate the routine processes of routing, approving, and collecting eSigned documents. Improve efficiency and employee satisfaction with lightning-fast speed and error-free workflows.

Connect your systems
Populate documents with data from NetSuite records and other data repositories. Use info from completed documents to automatically update information within NetSuite and other systems housing critical data.

Customer Quote

Great tool for automation! No need for dual entry, and the risk of errors is eliminated. Completing paperwork and getting signatures turned into a breeze.

- Sam Ginzberg, CIO at Royal Care

Better together: NetSuite + airSlate WorkFlow

With altaFlow for NetSuite, users can start automated document workflows without leaving NetSuite. As a result, organizations achieve the following results:

• Reclaim up to 40% of the hours that were spent on completing tasks manually. 
• Unlock anywhere from 45 minutes to over 3 hours of an 8-hour workday and put it towards driving business growth.
• Deploy fully-automated NetSuite document workflows up to 10X faster.

Use Cases

Typical use cases where altaFlow automation delivers the biggest time and money savings include: 

• Patient Intake 
• Invoicing
• Vendor/supplier agreements
• Employee onboarding
• Internal requests (equipment, resources, etc).