NetSuite and Tray

NetSuite is the system of record for financials across subsidiaries, items, tax, and transactions. On its own, it’s not designed to coordinate multi-app workflows, govern data syncs, or power AI agents. Tray fills that gap with governed automations, integrations, and agents that read and write NetSuite records, post outcomes to CRM, billing, and support tools, and keep finance aligned across the business.

With Tray, you can
Build agents
 that can take action, create powerful
Automations
, and set up
Integrations
.

Build

Build agents that take action with Tray and NetSuite

Agents sit on top of your NetSuite integrations and automations. They used scope NetSuite context, call the same governed tools, and write outcomes back to the right records. This gives finance and operations a single surface to ask, act, and audit without manual handoffs.

Ground agents with accurate NetSuite context

  • Index selected customers, transactions, items, and approved files
  • Scope knowledge by subsidiary, role, and record type
  • Refresh context on schedule or via live lookups, using SuiteQL for precision

Automations

Automations with Tray and NetSuite

Automations make NetSuite the system that moves the rest of your stack. Tray listens to upstream signals and scheduled NetSuite checks, applies your business rules and approvals, then writes outcomes to the correct records with full audit trails. Data stays consistent, approvals stay governed, and teams see status where they work.

Explore NetSuite-ready templates from Tray’s library

Tap into Tray’s Template Library to deploy proven workflows to your account and run them with NetSuite for requests, updates, and notifications.

Sync Salesforce accounts to NetSuite as customers

This workflow creates/updates NetSuite customers every time a Salesforce account is created/updated.

Sync NetSuite payments to Salesforce opportunities

This workflow runs daily. It retrieves all the Payments created since the last time it ran and stores the NetSuite payments data on the relevant Salesforce opportunity records.

Sync NetSuite invoice data to Salesforce opportunities

This workflow runs daily. It retrieves all the invoices created since the last time it ran and stores the NetSuite invoice data on the relevant Salesforce opportunity records.

Integrations

Integrations with Tray and NetSuite

Tray connects NetSuite to CRM, billing, support, data platforms, and storage so customers, transactions, and entities stay consistent across systems. Our integrations respect OneWorld structures like subsidiaries, and write back with accuracy and governance. For precision and scale, Tray uses REST and SOAP where appropriate and supports SuiteQL for complex queries. These integrations power both event-driven automations and the tools your agents rely on.

NetSuite integration capabilities

Integrate NetSuite with 700+ applications plus any system with an API using Tray’s HTTP connector. Capabilities are mapped to how finance, ops, and IT teams actually work in NetSuite:

Keep the customer master accurate across CRM and ERP

  • Create/update customers with correct subsidiary and currency assignments
  • Maintain contact, address, and parent–child company relationships
  • Run incremental syncs via last-modified dates or saved searches
  • Validate before write using record schemas and field types from NetSuite’s REST Browser

FAQs

Yes. Use SuiteQL via REST to select only the fields and rows you need, with paging for large result sets.