4 Options for NetSuite Automation
Netsuite is a powerful all-in-one tool for enterprise organizations that want to limit the number of apps they use without limiting functionality. It’s a solid option for managing projects, handling customer data, and even processing payments. One of the biggest advantages of a platform like NetSuite is the ability to automate more of your manual work away, giving your teams precious time back for more essential tasks.
But you have more than just a few options when it comes to NetSuite automation. So how do you pick the right one?
Why not use built-in NetSuite automation?
NetSuite has built-in automation features that can suit some of your needs, but few enterprise organizations rely exclusively on them. There are a few reasons for this:
- Transaction line limits: A single NetSuite transaction can only be the subject of an automation a limited number of times. That means a work item that requires frequent updates will eventually be unsupported by NetSuite’s built-in automations.
- API limits: NetSuite’s API is the platform through which other tools can push or pull data. When automating actions across multiple tools, API access is essential. NetSuite’s API has some limits on the number of requests that can be made, which means it’s not necessarily suited to every organization’s needs.
- Other limitations: Some automations have their own specific limitations. For example, payment automations are limited to the United States, while automated bill capture is limited to English bills and only 100 active location records can be used at a time.
For some organizations, NetSuite’s limitations won’t affect their operations. But others will need dedicated automation solutions to really work seamlessly.
That’s where these NetSuite automation options come in.
The 4 best options for NetSuite automation
Unito
Unito is the best NetSuite automation solution for organizations that need enterprise-grade capabilities but don’t want to wait months for their first automation to be deployed. A single Unito flow can connect work items throughout your NetSuite instance with other NetSuite items as well as work items from tools like Jira, ServiceNow, and Smartsheet. Unito’s no-code interface is simple enough for teams to set up their own integrations with no IT intervention, without sacrificing the deep integration functionality or customizability enterprise teams need.
Imagine that you relied on ServiceNow for managing requests from customers while having most of your customer data in NetSuite. Without the right automation solution, you’d be looking at significant manual data entry to get the necessary context from ServiceNow in NetSuite and vice-versa.
With Unito, that’s not a problem.
Here’s why Unito is the best automation solution for NetSuite:
- Robust, easy-to-use integrations: Unito integrations are powerful and easy to set up. Where other automation solutions are either limited in functionality or require expert help to set up, Unito can be deployed without technical help without sacrificing essential features.
- True 2-way sync: Most automation solutions only push data in one direction. They might allow the creation of a work item in one tool to automatically create a work item in another tool, or updating one field to update the other. These automations almost always go from one tool to another. With Unito, updates are made in both tools dynamically, automatically.
- Automated field mappings: Field mappings pair fields in one tool (or one work item) to fields in the other. This puts all the data you need exactly where you need it with little extra work. Many automation platforms expect you to map these manually. Unito doesn’t.
- Robust rules: Unito’s rules allow you to filter out work items, automate essential actions, and more. While most automation solutions have similar rules, few of them work in concert with a two-way sync.
- Deeper automations: Most automation platforms support a few fields or simple actions unless you invest in a dedicated technical expert. Unito supports deeper automations and you’ll see better results without technical expertise.
Biggest advantages
- Anyone can set up their first Unito flow quickly and simply, which sets it apart from workflow automation platforms for NetSuite.
- Unito integrations are enterprise-grade without the associated deployment times, which includes advanced security features and SOC 2 Type 2 compliance.
- Unito’s integrations support all sorts of tools, from project management platforms to DevOps tools and ERP platforms.
Biggest drawback
Unito doesn’t have as many integrations as some of the other options in this list.
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Boomi
Boomi is a long-standing automation platform, with integrations for databases, drives, project management tools, and many other systems. Gartner has named Boomi as a leader in the iPaaS market, easily making it one of the most popular platforms on this list.
Boomi is used by organizations like LinkedIn, American Express, and Dropbox, meaning it’s particularly well-suited to enterprise needs.
Biggest drawback
While Boomi does have a drag-and-drop interface for less technical users, it has serious limitations and custom scripting is usually required to integrate tools.
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Workato
Workato is a popular platform for integrating tools like NetSuite, used by customers like Adobe, Atlassian, HP, and HubSpot. Its AI-ready integration-building platform gives users access to the latest technological advancements as they automate NetSuite.
Like most other popular tools for this, Workato uses trigger-based automations. That means a work item has to be created or updated before data will be pushed between work items, whether that’s within NetSuite or from NetSuite to other tools.
Biggest drawback
Workato’s step learning curve means some organizations won’t have the necessary resources to properly deploy it promptly. Finding the right support options to troubleshoot issues you run into can also be difficult.
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Tray.ai
Tray.ai is an AI-powered iPaaS that can automate slews of actions throughout NetSuite and between it and other tools. While AI-enhanced features are found in most of the options in this list, Tray.ai is built on AI agents that work across tools, automating complex actions throughout your workflows.
This tool uses recipe-based automation, which eliminates the need for manual data entry and helps prevent human error. With over 500 connectors, you can integrate most (if not all) of your tool stack with NetSuite.
Biggest drawback
Like many automation tools, Tray.ai has a significant learning curve. Organizations that don’t have technical resources to invest in simplifying this will only see positive impacts months after implementing the platform.
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