Sync Salesforce accounts to NetSuite as customers
This workflow creates/updates NetSuite customers every time a Salesforce account is created/updated.
Solutions by app
NetSuite: Close books faster and keep finance in sync across the business
NetSuite is the ERP backbone for customers, vendors, and transactions. Tray connects NetSuite to the rest of your stack so updates to bills, invoices, payments, and customer records sync automatically, with accuracy, governance, and audit readiness built in.
NetSuite and Tray
NetSuite is the system of record for financials across subsidiaries, items, tax, and transactions. On its own, it’s not designed to coordinate multi-app workflows, govern data syncs, or power AI agents. Tray fills that gap with governed automations, integrations, and agents that read and write NetSuite records, post outcomes to CRM, billing, and support tools, and keep finance aligned across the business.
With Tray, you build and that connect NetSuite across your business systems and teams.
Automations
Integrations
Agents
Automations
Automations with NetSuite and Tray
Automations make NetSuite the system that moves the rest of your stack. Tray listens to upstream signals and scheduled NetSuite checks, applies your business rules and approvals, then writes outcomes to the correct records with full audit trails. Data stays consistent, approvals stay governed, and teams see status where they work.
Explore NetSuite-ready templates from Tray’s library
Tap into Tray’s Template Library to deploy proven workflows to your account and run them with NetSuite for requests, updates, and notifications.
Sync NetSuite payments to Salesforce opportunities
This workflow runs daily. It retrieves all the Payments created since the last time it ran and stores the NetSuite payments data on the relevant Salesforce opportunity records.
Sync NetSuite invoice data to Salesforce opportunities
This workflow runs daily. It retrieves all the invoices created since the last time it ran and stores the NetSuite invoice data on the relevant Salesforce opportunity records.
Integrations
Integrations with NetSuite and Tray
Tray connects NetSuite to CRM, billing, support, data platforms, and storage so customers, transactions, and entities stay consistent across systems. Our integrations respect OneWorld structures like subsidiaries, and write back with accuracy and governance. For precision and scale, Tray uses REST and SOAP where appropriate and supports SuiteQL for complex queries. These integrations power both event-driven automations and the tools your agents rely on.
NetSuite integration capabilities
Integrate NetSuite with 700+ applications plus any system with an API using Tray’s HTTP connector. Capabilities are mapped to how finance, ops, and IT teams actually work in NetSuite.
Keep the customer master accurate across CRM and ERP
- Create or update records: Add customers with the correct subsidiary and currency assignments
- Maintain relationships: Keep contacts, addresses, and parent–child hierarchies in sync
- Sync efficiently: Run incremental updates using last-modified dates or saved searches
- Validate data: Use record schemas and field types from NetSuite’s REST Browser before writing
Agents
Build agents with NetSuite and Tray
Agents sit on top of your NetSuite integrations and automations. They used scope NetSuite context, call the same governed tools, and write outcomes back to the right records. This gives finance and operations a single surface to ask, act, and audit without manual handoffs.
Ground agents with accurate NetSuite context
- Index records: Customers, transactions, items, and approved files
- Scope access: Limit context by subsidiary, role, and record type
- Refresh data: Update context on schedule or through live lookups
- Use SuiteQL: Query for precision and context before actions
FAQs
Yes. Use SuiteQL via REST to select only the fields and rows you need, with paging for large result sets.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes