Input Connector Nodes
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      3. Input Connector Nodes

      NetSuite Connector

      The NetSuite connector node in Rayven.io provides a powerful way to automate data management within your ERP system.

      The NetSuite connector node in Rayven.io allows you to integrate NetSuite’s ERP system directly into your workflows, enabling seamless automation of financial, customer, and operational data processes. With this connector, you can fetch records, and insert or update records based on events or business logic, ensuring your ERP system stays synchronized with other systems and dashboards in real time.

      Setting up the NetSuite Connector in Rayven.io

      1. Create a NetSuite Account and API Token:

        • Log in to NetSuite at NetSuite.
        • Navigate to Setup > Users/Roles > Access Tokens and generate an API token.
        • Make sure your account has access to the NetSuite REST API and appropriate role permissions.

      2. Add NetSuite Credentials in Rayven.io:

        • In Rayven.io, navigate to Settings > Credentials.
        • Add your NetSuite API token, account ID, and other required credentials to establish the connection between NetSuite and Rayven.io.

      Available NetSuite Operations in Rayven.io

      Below are the pre-configured endpoints available for NetSuite within Rayven.io workflows.

      Input Operations:

      1. Get List of Records
        Endpoint: Get List of Records
        Description: Retrieve a list of records from your NetSuite account (e.g., customers, transactions, invoices).
        Usage: Use this node to pull data from NetSuite dynamically into Rayven workflows for reporting or further processing.

      Output Operations:

      1. Insert or Update Record
        Endpoint: Insert or Update Record
        Description: Insert new records or update existing records in NetSuite based on workflow triggers.
        Usage: Automate record creation or updates (e.g., create new orders or update customer details) based on business events.

      Using the NetSuite Connector in Rayven.io Workflows

      1. Create a New Workflow:

        • Navigate to Workflows in Rayven.io and click Create Workflow.

      2. Add NetSuite Nodes:

        • Drag and drop the Get List of Records Input Node or the Insert/Update Record Output Node into your workflow.

      3. Configure the Nodes:

        • For Get List of Records, specify the record type (e.g., customers, orders) and any filters if needed.
        • For Insert or Update Record, define the record type, provide necessary data fields, and configure logic to determine if the action will insert or update.

      4. Incorporate Triggers and Automation:

        • Use triggers to run workflows based on events (e.g., when a new customer is added to NetSuite, update the CRM system).
        • Apply logic nodes to filter or process records before inserting or updating.

      5. Push Data to Dashboards or External Systems:

        • Use visualization nodes to display NetSuite records on Rayven dashboards.
        • Send data to other systems (e.g., email, Slack) based on workflow outcomes.

      Example Use Case: Automated Order Synchronization

      Scenario: When a new order is placed in your e-commerce system, create a corresponding record in NetSuite.

      1. Workflow Setup:

        • Use a trigger node to detect new orders from the e-commerce system.
        • Add an Insert or Update Record Node to create a corresponding sales order in NetSuite.
        • Use an email node to notify the finance team of the new order.

      2. Inventory Updates:

        • Use the Get List of Records Node to pull inventory levels from NetSuite.
        • Update the e-commerce platform automatically when stock levels change.

      HTTP Node for Additional NetSuite Operations

      If your required NetSuite operation is not available as a pre-configured node, use the HTTP Node in Rayven.io to call any NetSuite API endpoint directly.

      Steps:

      1. Add an HTTP Node to your workflow.
      2. Select Authentication > Predefined Credential Type and choose NetSuite.
      3. Provide the API endpoint, headers, and request body as needed.

      Refer to the NetSuite REST API Documentation for more details on available operations.

      Conclusion

      The NetSuite connector node in Rayven.io provides a powerful way to automate data management within your ERP system. Whether you need to retrieve records or insert and update records dynamically, this connector ensures seamless data flow between NetSuite and other systems.

      For further customization, explore:

      If you need assistance with setup or additional functionality, contact our support team for help.