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Set up your first integration
Quickly connect Copilot to NetSuite with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with NetSuite - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Attach Existing File to Record" in NetSuite.
You’re connected!
Zapier seamlessly connects Copilot and NetSuite, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Practical ways you can use Copilot and NetSuite
Sync new clients to NetSuite.
When a new client is created in Copilot, Zapier can automatically create a matching record in NetSuite. This ensures your team has consistent client information across systems, minimizes administrative work, and reduces the risk of errors from manual data transfer.
IT
Log successful payments in NetSuite.
When a payment is completed in Copilot for an invoice, Zapier can automatically create a new record in NetSuite to log this transaction. This workflow helps sales operations teams keep track of payments within the ERP system without manual entry, improving accuracy and saving time.
Sales OpsLearn how to automate NetSuite on the Zapier blog
Frequently Asked Questions about Copilot + NetSuite integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copilot and NetSuite
What is required to integrate Copilot with NetSuite?
Integrating Copilot with NetSuite requires an active NetSuite account and sufficient permissions to access the SuiteScript functionality. You'll also need to set up Web Services preferences in your NetSuite account and ensure that Copilot can communicate using these services.
How do we handle authentication for the integration?
Authentication for integrating Copilot with NetSuite is handled through Token-Based Authentication (TBA) within NetSuite. You'll need to create an Integration Record in NetSuite and generate a Consumer Key and a Consumer Secret, which we use alongside a token ID and token secret generated during the setup.
What are some common triggers available when integrating Copilot with NetSuite?
Common triggers for the integration include new or updated records such as Customer, Sales Order, Invoice, and Item fulfillments within NetSuite. These events can automatically trigger actions within your workflow setup via Copilot.
Can our integration workflow include conditional logic based on data from NetSuite?
Yes, you can incorporate conditional logic into your integration workflows. This allows actions to be executed only if certain conditions based on data from NetSuite records are met. For instance, triggering different actions based on specific customer segments or sales thresholds.
What kinds of actions can we automate through this integration?
The integration allows for various automated actions such as creating or updating records in NetSuite, sending notifications or emails based on specific triggers, or even interacting with other integrated applications across our platform.
Is it possible to track changes made through the integration?
Yes, changes made by the integration can be tracked using audit trails available within both Copilot and NetSuite. These allow you to see what data was modified, when it was changed, and by whom, helping ensure traceability and accountability.
What should we do if we encounter errors during the integration process?
If you encounter any errors during the process, check common issues such as authentication failures or permission denials first. Our support documentation offers step-by-step guides addressing these problems. For persistent issues, our support team is available to assist further.
