We use NetSuite for billing. Our Service of Process department uses ServeManager for all of our services. How can I automate ServeManager to send all the billing and job numbers to NetSuite for billing to invoice?
Question
How to automate ServeManager to send billing information to NetSuite
+14- Zapier Orchestrator & Solution Partner
Hi
Review the available triggers/actions and help links for each app:
- Zapier Solution Partner
Hi
Here's how you can connect your systems and the step-by-step guide to making this work.
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Connect the Apps: First, you need an API key from ServeManager and follow NetSuite's OAuth setup guide. Once you have those, you can connect both apps to your Zapier account. You can also find the official ServeManager and NetSuite integration page for a general overview.
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Build your Automation ("Zap"): In Zapier, create a new Zap:
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Trigger (ServeManager): Select "Invoice Issued" as your trigger event. This will start the automation every time a new invoice is ready.
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Action (NetSuite): Select NetSuite and the "Create Record" action, then choose "Invoice" as the record type to create. This tells Zapier to generate a new invoice in NetSuite.
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Turn it On: Just test it with a real invoice to make sure everything works, and you're done.
Hope this helps you get started! Let me know if you get stuck on any of the steps.
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