Auto-generating jobs and affidavits of service using NetSuite and Outlook

Hi ​@jluzader 

Here's the exact step-by-step to get this running:

• Start with Outlook. Use the "New Email" trigger in your Zap. This will kick things off every time a new service email lands in your inbox. Zapier Doc: How to get started with Microsoft Outlook on Zapier

• Extract the details from the email. Set up the Email Parser by Zapier. This is key. You'll send it a sample email, then just click and drag to "teach" it what data to pull out, like case numbers or the client's name. After that, it'll do it automatically for every email you forward to it. Zapier Tool Page: Email Parser by Zapier

• Create the job in NetSuite. Add a NetSuite action and choose "Create Record". Now you can map all that info you just extracted to the correct fields in your NetSuite Job record. Zapier Doc: NetSuite now available on Zapier

• Generate the Affidavit of Service (AOS). Create a template for your AOS in Google Docs with placeholder fields (like {{ Case Number}} , {{ Date }} ). Then in your Zap, use "Create Document from Template". The Zap will automatically swap out the placeholders with your real data to create a fresh Doc for each service. Zapier Doc: How to get started with Google Docs on Zapier

• Convert it to a secure PDF. Add a Google Drive action to "Export File" and select PDF as the format. This takes the fresh Google Doc and turns it into a professional, ready-to-send PDF. Zapier Doc: How to get started with Google Drive on Zapier

• Email the final PDF to your client. Finish with an Outlook "Send Email" action. Just attach the PDF file from the previous step, and your client will get the finished Affidavit of Service automatically. Zapier Doc: Outlook Actions (see 'Send Email' action)

Good luck! Hope this helps get you started!

If you run into any issues, just drop a screenshot of the error and a quick description of what your Zap is doing — happy to take a look! 

And if you'd rather just get it sorted quickly, I offer a free 20-min Zapier troubleshooting call. Book it under Resources on my Zapier Directory profile: https://zapier.com/partnerdirectory/automatemybiz

Thank you I will check this out

Hey there ​@jluzader 👋 Have you had a chance to give the approach Fahad suggested a try yet?

Keep us posted on your progress with it. Happy to help if you run into any trouble! 🙂