How to connect NetSuite and WhatConverts
Create a New Scenario to Connect NetSuite and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find NetSuite or WhatConverts, 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.

NetSuite
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 WhatConverts Node
Next, click the plus (+) icon on the NetSuite node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.

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Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the NetSuite and WhatConverts 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 WhatConverts 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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Webhook response

Save and Activate the Scenario
After configuring NetSuite, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between NetSuite and WhatConverts (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 WhatConverts
WhatConverts + NetSuite + Slack: When a new lead is captured in WhatConverts, the system checks for a corresponding sale record in NetSuite. If a sale exists, a notification is sent to the sales team in Slack with the lead details and sale information.
WhatConverts + NetSuite + Google Sheets: When a new lead is created in WhatConverts, its call data, along with corresponding sales data from NetSuite (if a sale exists), are logged in a Google Sheets spreadsheet for unified reporting purposes.
NetSuite and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
FAQ NetSuite and WhatConverts
How can I connect my NetSuite account to WhatConverts using Latenode?
To connect your NetSuite account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead data transfer from WhatConverts to NetSuite?
Yes, you can! Latenode's visual editor makes it simple to automate data transfer, ensuring accurate lead information in NetSuite. Enhance sales insights with streamlined data.
What types of tasks can I perform by integrating NetSuite with WhatConverts?
Integrating NetSuite with WhatConverts allows you to perform various tasks, including:
- Create NetSuite records when new leads are captured in WhatConverts.
- Update existing NetSuite contact information with WhatConverts data.
- Trigger email alerts based on call details tracked in WhatConverts.
- Analyze marketing campaign performance directly within NetSuite.
- Automatically generate sales orders based on qualified leads.
HowsecureistheNetSuiteintegrationonLatenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your NetSuite data during integration.
Are there any limitations to the NetSuite and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mapping requires familiarity with NetSuite API names.
- High-volume data transfers may impact workflow execution speed.
- Real-time data sync depends on the API limits of both platforms.