Important business transactions such as Purchase Orders, Sales Orders and Invoices are often locked away in an ERP system, resulting in file requests all over the place.
Rendering transactions to PDF and storing them in a central system for everyone to access is a time consuming task. Even then, the hassle of trying to find them, in a horrible folder structure, to email them, and further record the email is a never-ending journey of pain!
The Workiro - NetSuite Integration App complements the existing NetSuite SuiteApp and contains 'flows'. Flows cater for specific integration capabilities, requirements and workflows. The following flows are currently available for customers to enable in the Workiro - NetSuite Integration App.
Relationship record flows automatically create new records in Workiro when relationship records are created in NetSuite including Customer, Partner & Vendors - providing you with a 'magic folder' in which you can work on, for or with others in service of the relationship.
Transaction Document Flows
Transaction document flows automatically store PDF copies of documents against the corresponding relationship record in Workiro when transactions including Sales Orders, Purchase Orders, Invoices and more are created, edited or approved in NetSuite - keeping you organised and providing powerful but simple communication, tasks and signatures for any of your documents.
The launch of the Workiro Celigo integration for NetSuite is just the start!
We have years of integration experience ready to be put in to our Celigo app and we've already started on version 2.0 of the automation, so stay tuned...
Product news, releases and updates about Workiro for NetSuite