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How to connect NetSuite and Apollo
Create a New Scenario to Connect NetSuite and Apollo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NetSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, NetSuite or Apollo will be your first step. To do this, click "Choose an app," find NetSuite or Apollo, and select the appropriate trigger to start the scenario.
Add the NetSuite Node
Select the NetSuite node from the app selection panel on the right.
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Configure the NetSuite
Click on the NetSuite node to configure it. You can modify the NetSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Apollo Node
Next, click the plus (+) icon on the NetSuite node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the NetSuite and Apollo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the NetSuite and Apollo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring NetSuite, Apollo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the NetSuite and Apollo integration works as expected. Depending on your setup, data should flow between NetSuite and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect NetSuite and Apollo
Apollo + NetSuite + Slack: When a contact is updated in Apollo, specifically when their qualification status changes, a corresponding customer record is created or updated in NetSuite. Then, a message is sent to a designated Slack channel to alert the sales team.
Apollo + NetSuite + Gmail: When contact information is updated in Apollo, the corresponding record in NetSuite is updated to reflect these changes. Following the update in NetSuite, an email notification is sent via Gmail to the account manager associated with the contact.
NetSuite and Apollo integration alternatives
About NetSuite
Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.
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About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ NetSuite and Apollo
How can I connect my NetSuite account to Apollo using Latenode?
To connect your NetSuite account to Apollo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select NetSuite and click on "Connect".
- Authenticate your NetSuite and Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Apollo contacts to NetSuite?
Yes, with Latenode you can automatically sync new Apollo contacts to NetSuite, ensuring data consistency. Leverage flexible JavaScript blocks to transform data during sync!
What types of tasks can I perform by integrating NetSuite with Apollo?
Integrating NetSuite with Apollo allows you to perform various tasks, including:
- Automatically create new NetSuite customers from qualified Apollo leads.
- Update NetSuite records when contact information changes in Apollo.
- Trigger custom NetSuite actions based on Apollo engagement activity.
- Enrich Apollo contact data with financial information from NetSuite.
- Generate reports combining sales and financial data from both platforms.
How can I automate custom NetSuite record creation using Apollo data?
Latenode's advanced scripting capabilities allow you to transform Apollo data and map it to any custom NetSuite record type automatically.
Are there any limitations to the NetSuite and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time data synchronization depends on API request limits.
- Custom NetSuite fields require manual mapping during workflow setup.
