How to automate ServeManager to send billing information to NetSuite

Hi ​@jluzader 

Review the available triggers/actions and help links for each app:

• NetSuite
  • https://zapier.com/apps/netsuite/integrations#triggers-and-actions
  • https://zapier.com/apps/netsuite/integrations#help
• ServerManager
  • https://zapier.com/apps/servemanager/integrations#triggers-and-actions
  • https://www.servemanager.com/pages/zapier

Hi ​@jluzader 

Here's how you can connect your systems and the step-by-step guide to making this work.

• 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.

• Build your Automation ("Zap"): In Zapier, create a new Zap:

  • Trigger (ServeManager): Select "Invoice Issued" as your trigger event. This will start the automation every time a new invoice is ready.

  • 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.

• 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.

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

Let us know if you got it working, or if you hit any snags along the way. Want to make sure you're all set! 🙂