Build NetSuite Integration

All workflows start with a trigger, which determines when the workflow will run and how data is passed into the workflow. For this workflow we will use the Event Based trigger.

Click on the Start Node, select your native app option and click on + Create New Event.

Give a name to your event and keep the payload as an empty object.

Now to fetch all the contacts present in your user’s account, we need to call NetSuite API.

Click on Nodes option in the top right and drag the NetSuite Node from Native Apps section to the workflow builder. Connect this node with Start Node and select Get Contact action in the node.

We fetched all the contacts data from NetSuite, but NetSuite API only sends the IDs of the contacts in the API response, so now we need to loop through all the IDs and get contact data.

Drag the Loop Code from the Utility Nodes section onto the workflow builder and connect it with NetSuite node.

To setup how many iterations the loop node will do, click on it and select Array Iteration as action and provide the array of IDs that you received from the NetSuite node.

Inside the Loop node we will add the nodes that we want execute in loops. Add a NetSuite node inside the Loop node and select Get Contact by ID action where you provide a dynamic id based on array item by templating {{node.<Loop_node_no.>.body.array_item.id}}.

We are looping through the NetSuite nodes, but we need to store that response in a temporary storage so that we can use it outside the loop. For this purpose, we will use the Table node.

Add a Table Node inside the Loop node and select action Add Table Record to create new rows of data in it.

Once the iterations are finished, you need to fetch all the records that were added to the Table.

Add a Table node to the Loop node and select Get Table Records action and provide the ID of the table where you added records.

Click on + Map Fields under Input Parameters, add key name as contacts and in value we will provide the response received through Table node which will be restructured.

In Value, select Nodes tab under Insert Variable and click on + of the Table Node where you fetched all records.

You can now do mapping using JavaScript code. Try the sample code provided below:

function yourFunction(params) {
return params.contacts.records
  .filter((record) => {
    const { data } = record;
    // Remove record if email is empty and either description or phone is empty
    return !( 
      (!data.email || data.email.trim() === "") &&
      (!data.description || data.description.trim() === "" || !data.phone || data.phone.trim() === "")
    );
  })
  .map((record) => {
    const { data } = record;

    // Extract company name from email if it's missing
    if (!data.company_name || data.company_name.trim() === "") {
      const emailDomain = data.email.split("@")[1];
      if (emailDomain) {
        let company = emailDomain.split(".")[0]; // Extract the part before the first dot
        data.company_name = company.charAt(0).toUpperCase() + company.slice(1); // Capitalize first letter
      }
    }

    // Set default value for description if it's missing or empty
    if (!data.description || data.description.trim() === "") {
      data.description = "No description available";
    }

    // Set default value for phone if it's missing or empty
    if (!data.phone || data.phone.trim() === "") {
      data.phone = "Not available";
    }

    return data;
  });
}

You have successfully fetched all contacts and structured the payload. Now to receive it in your server, you need to configure an API Proxy.

In Cobalt Dashboard, navigate to Developer > API Proxies and click on New Action. Configure an API endpoint, where you want to receive the response.

If you want to test, go to webhook.site and copy Your unique URL and configure this as a POST Request and Save.

From Native Apps nodes, add your org’s Node and connect it with Custom Code.

Click on the node and select the API Proxy that you created from the Actions. Add the response from Custom Code node in data field and click on Save.

All workflows start with a trigger, which determines when the workflow will run and how data is passed into the workflow. For this workflow we will use the Event Based trigger.

Click on the Start Node, select your native app option and click on + Create New Event.

Give a name to your event and provide all the data related to the contact in the payload.

Now to create a new contact in NetSuite, we need to call NetSuite API.

Click on Nodes option in the top right and drag the NetSuite Node from Native Apps section to the workflow builder. Connect this node with Start Node.

Click on NetSuite Node and add the Create Contact action. To provide the data in all the fields from your Event payload, just click on a field and from the Event tab under Insert Variable, select the fields from the body that you sent as payload.