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    • Using a Summary Saved Search to Trigger a Workflow in NetSuite

      The Problem Anyone who’s ever created a NetSuite Workflow has probably encountered a scenario where you need to use a Saved Search to trigger a workflow action or initiate a workflow, and this works very well. At times, the business logic may require you to look at a summary result of the search (for example:…

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    • Oracle NetSuite vs. Sage Intacct

      What Oracle NetSuite does that Sage Intacct Doesn’t To call it out right off the bat, yes, of course, we’re biased towards NetSuite because we’ve chosen to become part of the Oracle NetSuite Alliance Partner network. The keyword in the last sentence is chosen. We chose to be a NetSuite partner because based on our…

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    • In a pinch? Integrate NetSuite and Salesforce using Zapier

      We’ve written at length about integrating Salesforce and NetSuite. Our tried and true methods can be witnessed on this pre-recorded webinar as well! However, sometimes when you’re in a pinch for a timeline or budget, you might require a bit more of a creative bridge solution to integrate NetSuite and Salesforce. This is where Zapier…

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    • Creating a Save Search Sublist on a Custom Record in NetSuite

      The Problem Everyone is a fan of the “Related Records” list on any transaction or entry record in NetSuite, right?  It allows you to view other records in the system in an orderly fashion based on the record you’re currently viewing, such as a Customer or a Sales Order.  But what if you have a…

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