We’ve written at length about integrating Salesforce and NetSuite. Our tried and true methods can be witnessed on this pre-recorded webinar as well! However, sometimes when you’re in a pinch for a timeline or budget, you might require a bit more of a creative bridge solution to integrate NetSuite and Salesforce. This is where Zapier comes into play.
What is Zapier:
Zapier allows customers to build integrations across multiple systems using workflows known as ‘Zaps’, which trigger based on the user configuration and has a very user-friendly interface and offers many integration methods for easy authentication with many of the applications.
Not your standard Zapier integration:
Although Zapier provides OAuth 2.0 out of the box, it doesn’t communicate with NetSuite well because NetSuite’s OAuth 2.0 requires the more complex signing of data during the authentication setup process as opposed to the standard in the industry. This causes Zapier authentication to fail even after providing all the required information for communication. This is where most developers throw in the towel.
Delivering Salesforce to NetSuite via Zapier with a Custom App:
Since both OAuth 2.0 and Basic authentication methods are not an option, you’ll need to build a private Zapier application, which can be implemented in the Zaps and makes authenticated calls to NetSuite Restlets using the pre-generated tokens from NetSuite.
Custom Zapier apps unlock the flexibility to write code in Node.js and install modules as required from the repositories and have multiple trigger points to make calls outside of Zap to receive and transfer data between any 3rd party systems.
One great advantage of using Zapier’s custom application is that we do not need a server to host and maintain our application because now it can be directly deployed to the Zapier server, and it can be shared to any of the clients as required or can be published on the Zapier marketplace.
Can it be useful other than calling Restlets?
Yes, we can create many actions inside our custom Zapier application to do more complex jobs such as creating records directly using SOAP or Rest web services instead of just making a call to Restlet with data. And, we can have any number of actions as per requirement.
How do we get started?
If you’re in a pinch and want to integrate NetSuite and Salesforce using Zapier, get in touch with us using the ‘get in touch’ button to the left of this article, or click here!
