Our Premium connector for NetSuite allows you to easily push data and files captured from your forms directly into your NetSuite account.
This creates a seamless, one-way synchronization, ensuring all your data is automatically updated in your NetSuite records. This is an efficient way to streamline your workflow and ensure your data is always up-to-date.
Adding the Connector
Follow these steps to add the connector to your specific form:
- Navigate to App Workshop > Forms.
- Hover over your desired form and click the Connect icon.
- Click the Add Connector button (top-right).
- Select NetSuite from the options.
Note: The page will refresh with the connector added. Changes are not live until you click Save.
Quick Access Tip
If you are already inside the Form Builder or Settings view, you don’t need to go back to the main menu. Simply click the Connectors tab located directly under the form title at the top of the screen.
Configuring the Connector
HTTP Action
POST – submit an attribute or entity to a target record
PUT – create or overwrite a target record
DELETE – delete a target record
PATCH – modify a target record
Record URL
Specify the target record’s full path.
Follow the links below for more details on Records: NetSuite REST API Browser: Record API v1 – REST Web Services Supported Records.
JSON Body
Enter the NetSuite JSON Request Body
Replace Placeholders with Display Text
By default, placeholders will be replaced with the raw answer value from the form entry.
For example, date values are stored as UTC time in ISO 8601 raw format, e.g., 2015-10-23T15:05:07Z.
Select this option if you wish to replace with user-displayed text instead, e.g., 23-Oct-2015 05:05:0,7, assuming your time zone is UTC-10
Anonymize Personal Data
If enabled, data from fields marked as Personal Data will be converted to a non-human-readable format to aid privacy.
Add a Run Condition
Only Perform This Action When
Add a formula that calculates whether or not this Connector should be run when a form entry is submitted.
Use the hammer icon to launch the Formula Builder and build a formula that gives a true/false result.
Wait No Longer Than
Specify a maximum time to wait before running this Connector.
Generally, the answer values on Form entries are uploaded within a few seconds. If there are photos or other media captured, these files can take time to upload.
By default, the system waits until all media files are uploaded from the app before running the Connector.
Use this option to force the sending of outputs (likely missing some photos) due to business-critical timeframes.
Examples (HTTP Action)
POST – Creating a new record
DELETE – Deleting a record
PATCH – Updating a record
