Summary: The Ziflow integration with Oracle NetSuite makes connecting your proofs to your CRM/ERP activity easy. Using the NetSuite Zibot, you can trigger proof review and approval project tasks directly in the NetSuite platform when new proofs or new versions are created. When a new proof or version is created, the Zibot will pass along the following task data in NetSuite:
Task name with simple text and JsonPath data
Status
Constraint type
Estimated work
Finish no later than
Assignees
To start sending information from Ziflow to NetSuite, you will need to integrate both applications.
Where is the feature applied? Click on Connect -> Applications and select Netsuite from the Connect Application list.
How does it work?
Once you have selected Netsuite from the list, you must fill out all necessary fields to connect both applications:
Account number
Token ID
Token Secret
Please proceed with the following instructions to collect the necessary details to connect Netsuite with Ziflow:
Ziflow bundle installation
Start by installing the Ziflow bundle, which can be found inside the Netsuite SuiteApps tab.
Assign Ziflow role
Assign the Ziflow role to the desired user that will be used for integration. Go to Setup -> Manage Users > Open up user profile > Access tab > Roles subtab > Edit > Assign Ziflow role from the list.
Please remember that role permissions propagation might take some time.
Create an Access Token for the Integration record, User, and Role.
See below how to create an Access Token for the Integration record, User, and Role:
Go to Setup > Users/Roles > Access Tokens > New.
Select the Integration record, User, and Role created or referenced in the previous steps.
Token Id and Token Secret will be displayed after tapping the save button. Please copy the Consumer Key and Consumer secret values to be used in the connection process.
After the above steps are completed, you can now use the Consumer Key, Consumer Secret, Token ID, and Token Secret in Ziflow's Connect to NetSuite window.
Insert the copied account number, token key & token secret into Ziflow.
The whole configuration on the Netsuite side is done. You can now copy integration details from Netsuite into the Ziflow connection window.
Your account number can be found in Setup -> Setup manager -> Company information -> Account ID.
Additional information:
To start sending information from Ziflow to Netsuite, you must configure a Zibot that will automatically create Netsuite tasks. Here's an article explaining Integrating with Netsuite using Webhooks