NetSuite

Comprehensive guide to the NetSuite node in StackAI: key actions, input/output details, and practical usage examples for seamless ERP integration.

NetSuite is a leading cloud-based ERP platform that streamlines business operations, accounting, finance, and customer data management. The NetSuite Node in StackAI enables you to automate and integrate NetSuite’s powerful features directly into your workflows, allowing for seamless data exchange and process automation.

How to use it?

To use the NetSuite node in StackAI, select the desired action that matches your business need—such as creating, updating, or retrieving records for accounts, projects, or transactions. Each action requires specific input parameters and configurations, which you provide in the workflow builder. Once configured, the node will execute the action and return the results, which can be used in downstream workflow steps.

Example of Usage

Suppose you want to create a new customer account in NetSuite whenever a new lead is captured in your CRM. You would use the "Create Account" action, map the required fields from your CRM data, and configure the node to connect to your NetSuite instance. The output will include the details of the newly created account, which you can use for further automation.

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Most Commonly Used NetSuite Actions

Below are the most frequently used NetSuite actions, with details on their inputs, configurations, and outputs:

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1. Create Account

Description: Creates a new customer account in NetSuite.

Inputs:

• account_data (Required): Object containing account details (e.g., name, email, address).

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• account_id (Always returned): The unique ID of the created account.

• status: Success or error message.

Example:

{
  "account_data": {
    "name": "Acme Corp",
    "email": "[email protected]",
    "address": "123 Main St"
  },
  "connection_id": "your-netsuite-connection-id"
}

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2. Update Account

Description: Updates an existing customer account in NetSuite.

Inputs:

• account_id (Required): The ID of the account to update.

• update_fields (Required): Object with fields to update.

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• status: Success or error message.

• updated_account: The updated account details.

Example:

{
  "account_id": "12345",
  "update_fields": {
    "email": "[email protected]"
  },
  "connection_id": "your-netsuite-connection-id"
}

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3. Get Account

Description: Retrieves details of a specific customer account.

Inputs:

• account_id (Required): The ID of the account to retrieve.

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• account_data: Object with account details.

Example:

{
  "account_id": "12345",
  "connection_id": "your-netsuite-connection-id"
}

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4. List Accounts

Description: Fetches a list of all customer accounts.

Inputs:

• filters (Optional): Object to filter results (e.g., by status, date).

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• accounts: Array of account objects.

Example:

{
  "filters": {
    "status": "Active"
  },
  "connection_id": "your-netsuite-connection-id"
}

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5. Create Project

Description: Creates a new project in NetSuite.

Inputs:

• project_data (Required): Object with project details (e.g., name, start date, client).

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• project_id: The unique ID of the created project.

• status: Success or error message.

Example:

{
  "project_data": {
    "name": "Website Redesign",
    "start_date": "2025-07-01",
    "client": "Acme Corp"
  },
  "connection_id": "your-netsuite-connection-id"
}

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6. Update Project

Description: Updates an existing project in NetSuite.

Inputs:

• project_id (Required): The ID of the project to update.

• update_fields (Required): Object with fields to update.

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• status: Success or error message.

• updated_project: The updated project details.

Example:

{
  "project_id": "67890",
  "update_fields": {
    "status": "Completed"
  },
  "connection_id": "your-netsuite-connection-id"
}

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7. List Projects

Description: Retrieves a list of all projects.

Inputs:

• filters (Optional): Object to filter results.

Configurations:

• connection_id (Required): Your NetSuite connection ID.

Outputs:

• projects: Array of project objects.

Example:

{
  "filters": {
    "status": "In Progress"
  },
  "connection_id": "your-netsuite-connection-id"
}

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Summary Table

Action	Required Inputs	Required Configurations	Outputs
Create Account	account_data	connection_id	account_id, status
Update Account	account_id, update_fields	connection_id	status, updated_account
Get Account	account_id	connection_id	account_data
List Accounts	(filters optional)	connection_id	accounts
Create Project	project_data	connection_id	project_id, status
Update Project	project_id, update_fields	connection_id	status, updated_project
List Projects	(filters optional)	connection_id	projects

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Best Practices

• Always provide the required input fields and connection ID for each action.

• Use filters to narrow down results when listing accounts or projects.

• Map outputs to downstream nodes for further automation in your StackAI workflow.

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Example of Usage

To automatically create a new NetSuite account when a new lead is captured, connect your CRM’s output to the "Create Account" action in the NetSuite node, map the required fields, and use the returned account ID for follow-up actions such as sending a welcome email or creating a project.