Power up NetSuite with Make: Expert automation for smarter business operations

For finance leaders, IT executives, operations heads, and revenue strategists, NetSuite serves as the backbone of mission-critical business processes. It centralizes financial management, operational workflows, and customer relationships into a single platform, offering a powerful foundation for scaling businesses.

But without the right integrations, NetSuite’s potential can be limited by manual data entry, disconnected systems, and inefficiencies. Thus, ensuring that NetSuite stays tightly connected to the rest of your tech stack is crucial for financial accuracy, streamlined operations, and data-driven decision-making.

In this post, we’ll walk through how your business can tap into NetSuite’s full potential with Make.

How can NetSuite customers benefit from using Make?

In simple terms, Make empowers NetSuite customers by integrating enterprise resource planning (ERP) systems with essential tools to facilitate smooth data flow and automation across multiple business functions. 

From finance to operations, Make connects NetSuite with the platforms your business relies on, which eliminates manual efforts and drives efficiency in the process. Here are some of the key areas that your business can benefit from connecting NetSuite with Make.

Financial management

• Order management: When an order is placed in, for example, Shopify, Make can trigger a workflow that creates a corresponding sales order in NetSuite. 

• Invoice, sales order (SO), and purchase order (PO) generation: Automatically generate and send invoices from NetSuite when a service is completed or an order is shipped.

Customer relationship management

• Integrations with CRMs: Sync customer data between NetSuite and leading CRM tools like HubSpot or Salesforce. Whenever a new customer is added to the CRM, Make can automatically create a customer record in NetSuite.

Human resources management

• Payroll integration: Easily transfer data between NetSuite and payroll providers to automate payroll processing and compliance tracking.

E-commerce, supply chain, and inventory management

• E-commerce integration: Connect platforms like WooCommerce, Adobe Commerce, or Shopify with NetSuite to automate order, customer, and inventory data transfers. Whenever a sale occurs, Make updates inventory levels in NetSuite in real-time.

• Real-time supply chain updates: Make integrates with supply chain apps to keep inventory levels, purchase orders, and sales orders in sync across platforms, which reduces manual errors and inventory discrepancies.

Project management

• Task creation and assignment: Whenever a new project or task is created in Monday.com, Make can automatically create a corresponding project or task in NetSuite to ensure that the project’s execution is aligned with your financials.

Business intelligence and analytics

• Automated reporting: Make extracts data from NetSuite and generates custom reports, sending them automatically to key stakeholders via email, Slack, or other platforms.

• Real-time alerts: Set up triggers to monitor key metrics in NetSuite, like inventory thresholds, and instantly notify managers whenever action is needed.

Getting started with NetSuite can be tricky — but with Make, it doesn’t have to be

Generally, the manual integration of NetSuite is a highly technical task that requires expertise in its complex API. Without an automation tool like Make, businesses need dedicated NetSuite developers to maintain API connections and update integrations whenever NetSuite’s API changes, which requires a good deal of time and effort and risks disruptions.

Moreover, hiring external NetSuite developers is expensive — it ends up costing significantly more than a Make plan, even just to have basic automations built out.

Make helps your business overcome these challenges by providing:

• Pre-built connectors: Say goodbye to development headaches with Make’s intuitive, no-code interface for integrating NetSuite with other tools.

• No-code empowerment: Enable BizOps teams to automate NetSuite workflows without requiring complex coding skills.

• Direct API access: Make provides the flexibility to integrate with any NetSuite endpoint whenever advanced customization is required.

• Frictionless upkeep: Reap the benefits of straightforward maintenance that doesn’t require a dedicated NetSuite API specialist.

• Scalability for complex automation: For advanced data transformation needs, Custom Functions gives Make Enterprise customers the ability to create their very own functions using JavaScript by extending the capability beyond the pre-built available functions.

4 real-world use cases of Make’s NetSuite integration

Businesses using NetSuite with Make don’t just automate a few simple workflows — instead, they supercharge their operations with highly customized, multi-step automations.

Here are four top use case patterns that we see used with Make’s NetSuite integration:

1. Managing invoices/SOs/POs: With Make, customers can automate the entire lifecycle in NetSuite, from record creation to payment processing and approval flows.

2. Exporting data: Make helps customers extract SuiteQL query results from NetSuite and push them to external databases for advanced analytics.

3. Updating reference lists: With Make and NetSuite, it’s easy to keep critical lists — including currencies, exchange rates, and product catalogs — updated in real-time.

4. Syncing CRM contacts: Customers can ensure customer records remain consistent and accurate across multiple platforms with automated updates.

As we’ve outlined above, Make’s NetSuite integration can be used for sales order creation and management. Here’s a workflow that uses a custom webhook to trigger the creation of a sales order in NetSuite when a Salesforce opportunity is marked as "Closed Won."

Make is here to help your business get the most out of NetSuite

NetSuite is a powerful ERP, but its overall effectiveness depends on how well it connects with other business-critical systems. Make provides a straightforward, flexible, and cost-effective way to integrate NetSuite with your broader tech stack. 

By eliminating API complexity and empowering less technical users to automate workflows, Make enables your business to save time, reduce costs, and deliver better outcomes — all without the headaches that come along with traditional NetSuite development.

Whether you’re managing financials, e-commerce, HR, or analytics, Make’s NetSuite integration is ready to supercharge your business operations.

Are you ready to discover what Make’s NetSuite integration can do for your business? Talk to our sales team and start building today.