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See Our Product in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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See Your Solution in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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Integrations
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Salesforce
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Netsuite
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SharePoint
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Connect Your Entire Workflow

From Salesforce and NetSuite to SharePoint and beyond. Let’s discuss how our integrations can unify your systems.

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Put Our Knowledge to Work

Go beyond templates and see what's possible. Let's talk about how our insights can power your success.

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Automate Document Workflows in Netsuite

Let Your Documents Drive Business Growth

NetSuite is the backbone of your operations, but manual document processes and disconnected tools create friction that slows your team down. Instead of accelerating business outcomes, you’re trapped by scattered approvals and risky manual entry. altaFlow brings NetSuite document automation to the heart of your ERP. Every approval, eSignature collected, and update pushes the transaction forward, with a complete audit trail that powers compliance and growth. This is eSignature integration with NetSuite, reimagined for organizations that demand clarity, confidence, and control.

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What Can You Automate in NetSuite?

altaFlow connects and automates every phase of your NetSuite workflows—no code required.

Launch from Any NetSuite Record Trigger workflow automation from Sales Orders, Purchase Orders, Invoices, Customer Records, Vendor Bills, or any custom record.  
Automated NetSuite Document Generation Instantly merge NetSuite data into DOCX or PDF templates with dynamic, conditional logic.  
Automate Complex NetSuite Approvals Route documents for approval using Amount, Department, Subsidiary, or any custom field—directly within your NetSuite processes.  
Seamless eSignature Integration with NetSuite Send documents for legally binding eSignature, with automated reminders and expiration rules—no add-ons or separate tools required.  
Automated NetSuite Document Management Attach final, signed PDFs back to NetSuite Files and update relevant record fields—NetSuite remains your single source of truth.  

Hear from Real Leaders
Streamlining Workflows

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Anthony MateroOperations at T2 Biosystems

T2 Biosystems

"The flexibility of altaFlow allowed us to design a workflow that works for us. The automation built into altaFlow helped us remove many manual steps in our old process."

Michael MooreInsurance Advisor

"altaFlow has been a great addition to our business! It integrates well with Salesforce allowing our team to seamlessly get custom documents ready for signatures within our Salesforce record! The automation that follows is top-notch, making it so that our team is not wasting time and resources uploading and saving documents after they are completed."

Frequently Asked Questions

Which NetSuite records are supported?

altaFlow integrates with both standard and custom NetSuite records—Sales Orders, Purchase Orders, Quotes, Invoices, Vendor Bills, and Customers. Start NetSuite workflows and write data back to the exact records that drive your business.
Do I need to write SuiteScript to automate NetSuite processes with altaFlow?

No. altaFlow is a true no-code NetSuite document automation platform. Configure document templates, approval logic, and integration bots using our visual builders—it’s deployable in NetSuite, no custom scripting required.
How does altaFlow manage completed documents in NetSuite?

Completed, signed PDFs are automatically attached to the Files subtab on the right NetSuite record. Create custom folder rules and naming conventions. Key data like status, signature dates, and file links can be written back to custom fields—perfect for NetSuite document management and reporting.
Can we automate approval workflows for NetSuite purchase orders or vendor bills?

Absolutely. altaFlow specializes in automating NetSuite processes. Use purchase order or vendor bill data to drive complex approval routing based on thresholds or business rules, transforming your procure-to-pay workflow.
Can we test NetSuite document automation in a sandbox first?

Yes. We provide full support for NetSuite sandbox accounts. Build, test, and perfect your NetSuite document workflows in a safe environment before going live.

See How altaFlow Can Transform Your Netsuite Workflows

Request a personalized demo and see how you can create, automate, and integrate end-to-end document workflows directly in Salesforce.

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