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Microsoft Office 365

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SAP Business One

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Google Drive

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G Suite

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Microsoft OneDrive

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Dropbox

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SAP S/4Hana

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DocRaptor

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Google Docs

Google Slides

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Brandfolder

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Coda

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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

Microsoft Teams

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Salesforce Pardot

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ADP Generic

ADP Workforce Now

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HubSpot

Create record

Delete record

SuiteQL is a query language based on the SQL database query language. SuiteQL provides advanced dynamic query capabilities that can be used to access NetSuite records.

Execute SuiteQL (advanced query)

Retrieve a list of records. Execute a raw search query to extract data from NetSuite.

Filter Records (advanced search query)

Retrieve a list of Record types that can be transformed into another record type.

List record types to transform from DDL

Retrieve a list of Record types you that you want transform another record type into.

List record types to transform in DDL

Find records

Retrieve a list of Record IDs associated with the selected Record type.

Find records DDL

Get field for replace DDL

Get record

List only fields that have options, for a given record type.

List field options DDL

List all the available fields for a given record type.

List record fields

Retrieve a list of fields associated with the selected Record type.

List record fields 1st level DDL

List record types

List record types DDL

List writable record fields DDL

Transform a record from one type into an another, using data from an existing record.

Transform record

Update record

Upsert record

List field options

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

NetSuite1

Integrations

Build powerful NetSuite integrations with ease 

NetSuite2

Automation

Automate ERP with the NetSuite connector

NetSuite3

Use cases

Unlock the full potential of the Netsuite API

NetSuite4

With CRM

Advanced CRM automation for rev ops

NetSuite5

WebEx + more

High-impact NetSuite + WebEx use cases

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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ANONYMOUS - Social Media Leader

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NetSuite

ERP Systems

Download document

Get document details

Get basic data about a document such as name, status, and dates.

Get document status

Get template details

Optionally filter by a search query or tags.

List documents

List documents DDL

Create a document from a PandaDoc template.

Create document from template

Create a document link to share a document.

Create document link

Delete document

Delete template

List templates

Move a document to sent status and send an optional email.

Send document

PandaDoc 1

Easy PandaDoc Integrations

PandaDoc 2

PandaDoc automation for any use case

PandaDoc 3

Heavy-Duty PandaDoc use cases

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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PandaDoc

Content Collaboration Software

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Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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TUAC Resources Customer Spotlight

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

See all our connectors (Tertiary)

Similar connectors to NetSuite and PandaDoc

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Tray.io is the leader in low-code automation

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NetSuite and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust NetSuite and PandaDoc connector, which connects any services without the need for separate integration tools.

NetSuite and PandaDoc integrations couldn’t be easier with the Tray Platform’s robust NetSuite and PandaDoc connectors, which can connect to any service without the need for separate integration tools.

Integrate NetSuite and PandaDoc with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to NetSuite and PandaDoc and any other API, database, webhook, and more.