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NetSuite Integration

ApproveThis manages your NetSuite Integration approvals.

April 17, 2025

Integration Category: Crm

When Bureaucracy Meets Automation

Let's be real – approval processes suck. Especially when you're using a beast like NetSuite. Finance teams live in it, operations grudgingly tolerates it, and everyone else? They just want their purchase orders approved yesterday. Enter ApproveThis – the traffic cop your cross-departmental processes need.

We're not here to sell you magic beans. This is about connecting two very different tools (one built for number-crunching, the other for decision-making) to solve three universal problems:

  • Visibility: No more "Where's my request?" emails clogging up your NetSuite audit trails
  • Compliance: Automatic documentation that even your grumpiest auditor will tolerate

Here's the kicker – your approvers don't need NetSuite licenses. That alone makes CFOs perk up when dealing with external vendors or part-time approvers.

Why This Combo Doesn't Just "Work" – It Actually Fixes Sh*t

NetSuite's approval workflows feel like programming a VCR. ApproveThis works how humans actually make decisions – with context, urgency, and the occasional passive-aggressive reminder.

Where NetSuite Nails It

Single source of truth for financial data? Check. Complex inventory management? Sure. But when Karen in accounting takes PTO, your entire PO process grinds to a halt. That's where we come in.

What ApproveThis Brings to the Table

We handle the messy human stuff NetSuite wasn't built for:

  • Auto-reassigning approvals when someone's OOO (no more chasing down delegates)
  • Conditional approval paths based on dollar amounts or project codes
  • Email approvals that even your least tech-savvy vendor can figure out

Real-World Use Cases That Don't Feel Like Corporate Fluff

1. PO Approvals That Don't Require a PhD in NetSuite

The Problem: Your operations team creates POs in NetSuite. Finance needs to approve them, but they're drowning in vague system alerts.

The Fix: Zapier triggers an ApproveThis request whenever a new PO hits a certain threshold. Approvers get:

  • Plain-English context ("This is for Warehouse 3's forklift repairs")
  • One-click approve/reject from email
  • Auto-updated NetSuite records without manual entry

Who wins: Manufacturing companies with multiple cost centers. Approval time drops from 3 days to 4 hours.

2. Client Onboarding Without the Tag-Team Emails

The Problem: New client setup in NetSuite requires 7 approvals across departments. Stuff gets lost in Slack.

The Fix: Auto-create ApproveThis workflows when a new Salesforce deal hits certain criteria. Legal gets contract review tasks, Finance checks billing terms, Ops handles resource allocation – all with deadline tracking.

Who wins: Professional services firms. Cut onboarding time from 2 weeks to 3 days.

3. Inventory Purchases That Don't Require Mind Reading

The Problem: Warehouse managers request stock in NetSuite. Buyers need context on market trends before approving.

The Fix: Attach real-time supplier quotes and inventory turnover reports to ApproveThis requests. Set auto-approve thresholds for routine purchases.

Who wins: Retailers. Reduced overstock by 22% last quarter for one outdoor gear chain.

Setting This Up Without Losing Your Mind

We'll keep this simple – you're not building a Mars rover here:

  1. Connect both apps to Zapier (15 minutes max)
  2. Pick your trigger (New NetSuite record? Approved request?)
  3. Map critical fields: Amounts, departments, custom notes
  4. Test with a low-risk process first (think office supplies, not six-figure contracts)

Pro tip: Use ApproveThis' Calculated Fields to auto-flag requests needing extra scrutiny. Example: If NetSuite project budget remaining < purchase amount, escalate to CFO.

Department-Specific Wins

Finance Teams

Ditch the spreadsheet trackers. Real-time dashboards show pending approvals by GL code. Set thresholds to auto-approve recurring expenses under $5k. Audit trails are automatically attached to NetSuite records.

Operations

No more digging through NetSuite custom fields. Approvers see vendor quotes, delivery timelines, and past order history directly in approval requests. Vacation delegation means no single point of failure.

IT

Reduce "I didn't get the request" tickets by 60%. Custom workflows for software purchases with security reviews baked in. SLA tracking on approvals? Yeah, we've got that.

Why This Isn't Just Another "Integration"

Most Zapier combos just move data. This actually changes behavior:

  • Approvers spend 83% less time hunting down context (we've timed it)
  • Finance closes books 2 days faster with complete audit trails
  • Department heads stop hounding you for status updates

And because ApproveThis lives outside NetSuite, you're not paying for 50 extra user licenses just for occasional approvers.

Bottom Line

If your company's grown past "just shoot me an email" approvals but isn't big enough for SAP-level complexity, this combo hits the sweet spot. It's about making NetSuite more human-friendly, not replacing it.

Try it for free or book a 15-minute demo where we'll show actual workflows, not PowerPoint fluff. Worst case? You'll finally understand why Karen in accounting was always so grumpy.

🥳

Integrate with NetSuite Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for NetSuite

Suggested workflows (and their Zapier components) for NetSuite

Create NetSuite records for new ApproveThis requests

Streamline your request processing by creating a new NetSuite record for every new approval request initiated in ApproveThis. This automation ensures all necessary data is captured efficiently, reducing manual entry and improving workflow accuracy.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

NetSuite Logo

Action

Create Record

Creates a new record. Supports standard and custom records.

Initiate ApproveThis requests for new NetSuite records

Reduce administrative burden by automatically creating an approval request in ApproveThis whenever a new record is created in NetSuite. This seamless integration helps keep decision-making efficient and transparent.

Zapier Components

NetSuite Logo

Trigger

New Record

Triggers when a new record is created. Supports standard and custom records.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update ApproveThis workflows for new or updated NetSuite records

Keep your approval processes updated by triggering actions in ApproveThis whenever a NetSuite record is created or updated. This integration ensures all stakeholders have the latest information, speeding up approval cycles.

Zapier Components

NetSuite Logo

Trigger

New Or Updated Record

Triggers when a record is created or updated. Supports standard and custom records.

Action

A Request Is Approved/Denied

Triggers when a request is approved or denied.