Has anyone successfully integrated Netsuite with t...
# integrations
j
Has anyone successfully integrated Netsuite with their Slack Org? I'm looking to post a message to our operations channels when a Netsuite project stage is updated.
m
You can use a saved search email notification sent to slack channel's email address
j
Genius, can't believe I didn't think of that
How do I find the channels email address?
j
Okay, so this technically worked but the emails come in a "click to view" format and unfortunately don't have the ability to be shown in a way that is most effective.. any other tips or tricks michoel? ❤️
m
Hmm, there are a couple of options for email - slack on that link. I only personally tried the top one, and yup we do need to expand to see the email body, but that works for us. If none of those options work for you, you can see if any off the shelf automation tools like zapier or IFTT would work or go fully custom and built your own integration with the API
j
We love Zapier and have a ton of Zaps, but unfortunately there isn't a zap connector for Netsuite available yet.
Not sure what IFTT is to be honest.
m
Similar product to Zapier
Can you do NetSuite -> Email -> Zapier -> Slack and have more control of the formatting?
I know it's come up a couple of times in the chat and I've heard of people toying with the idea of a commercial NetSuite/Slack integration, but I'm not aware of anything available
j
The only commercial integrations are like Celigo, and the connector for Celigo is incredibly complex and I don't understand how to actually use it, otherwise we would because the first connector is free and that would be all we need to use.
The netsuite > email > zapier > slack is possible I would think. Wish there was a bilateral integration though.
This is where I get lost with celigo.
m
I haven't used Celigo slack integration but it looks pretty doable based on that screenshot.
j
My goal is to send a message to our general operations channel every time a project gets updated, stating what the old project stage & substage was and what the new project stage & substage is after the update. For example, Project Stage Update NotificationProject: ProjectName • Old Stage: OldProjectStage • New Stage: CurrentProjectStage Click here to view this project.
m
Hmm I'm not familiar enough with Celigo to say if you can access record changes. It might be a good idea to post that as a separate thread
m
@Jared McKenzie Sorry for a late response, but here are some tips: 1. The slack channel in that mapping screen shot should be hardcoded to the channel id, which will look something like “CTK3RBK2F”. You can find the channel id for a channel by right-clicking on the channel name in the side nav, and “copy link”, which will give you the full URL… like https://netsuiteprofessionals.slack.com/archives/CBQ338ZE0 2. the text field will be a multi-select field. It will end up looking like:
Copy code
Project: `{{{projectName}}}`
Old Stage: `{{{oldProjectStage}}}`
New Stage: `{{{currentProjectStage}}}`
👍 1
Here’s a screenshot of an example
But… to get record changes in the first place may require more work, eg: • detect a change (real-time event out of NetSuite) • use the record id to do a lookup back into NetSuite to find the record that changed and read its change history, grab the data you need • Build the data structure with old/new values • Post to Slack.
Should be doable but obviously a bit more complicated since the events typically don’t include the old values
j
@matt.graney we are fine with it only including the new value. would that make it easier?
m
much easier
Here goes:
1. Create a new flow 2. Set the source to be a NetSuite listener
3. Configure the listener to listen to changes to Project objects in your NetSuite account. Note that you can set the execution context (where the update takes place from) and the execution type (whether an edit, create, delete, etc.)
4. You can grab sublists and set additional filter criteria
such as
so… the flow will run whenever projects are updated, and you will get pretty much the full payload you need, and you can then map that into the Slack fields per my earlier comment
I don’t know your comfort level with this sort of thing, but our Office Hours (link) or Community (link) could help
@Jared McKenzie ☝️
j
You are the MF man Matt. I will go through this shortly and reply with a feedback / any issues. I hope to succeed. Thank you so much for providing value and helping. Talk soon 💪
👍 2
m
Good luck!
m
I believe this would cause an update to be sent to slack anytime a project is updated, even if something other then the stage was changed. If that's an issue, you can create a custom field in NetSuite to store the "previous stage". You could then add a filter to your flow so it only runs of the updated stage differs from the previous stage. After your flow sends the slack message it would then update the previous stage custom field to the current stage. This would also make to possible to achieve your original goal of showing the previous and new stages in the slack message.