Workato timing operations show how long it will take for data to link between Salesforce and NetSuite.
It's important that we mind the timing when we perform an update in one and not the other to ensure data integrity and not create duplicates.
Operation |
Recipe Folder |
Recipe Name |
Purpose of Recipe/Operation |
Trigger Timing |
|---|---|---|---|---|
Accounts Salesforce → NetSuite |
NetSuite and Salesforce Integrations/Customer & Accounts |
SF-NS | REC | Parent & Child Account Sync |
Operation passes all new and updated Accounts from Salesforce to NetSuite |
Trigger Every 5 minutes after New or Update on Accounts |
Accounts NetSuite → Salesforce |
NetSuite and Salesforce Integrations/Customer & Accounts |
NS-SF | REC | Parent & Child Customer Sync |
Operation passed all new and updated Customers from NetSuite to Salesforce |
Trigger Every 5 minutes after New or Update on Customers |
Contacts Salesforce → NetSuite |
NetSuite and Salesforce Integrations/Contacts |
SF-NS | REC | Contacts |
Operation passes all new and updated Contacts from Salesforce to NetSuite |
Trigger Every 5 minutes after New or Update on Contacts |
Contacts NetSuite → Salesforce |
NetSuite and Salesforce Integrations/Contacts |
NS-SF | REC | Contacts Sync |
Operation passes all new and updated Contacts from NetSuite to Salesforce as Orders |
Trigger Every 5 minutes after New or Update on Contacts |
Invoice and Invoice Lines NetSuite → Salesforce |
NetSuite and Salesforce Integrations/ Invoice and Credit Memo |
NS-SF | REC | Sync Invoice & Invoice Line Items |
Operation passes all new and updated Invoices and Invoice line Items from NetSuite to Salesforce |
Trigger Every 5 minutes after New or Update on Invoices
|
Credit Memos NetSuite → Salesforce |
NetSuite and Salesforce Integrations/ Invoice and Credit Memo |
NS-SF | REC | Credit Memos |
Operation passes all new and updated Credit Memos from NetSuite to Salesforce (must be attached to the original sales order/Opportunity to pass to Salesforce) |
Trigger Every 5 minutes after New or Update on Credit Memo |
Install Base NetSuite → Salesforce |
NetSuite and Salesforce Integrations/ Install Base |
NS-SF | REC | Install base integration |
Operation passes all new activations and updates (include activation status and end of Subscription date) into Salesforce so that Salesforce is in sync with NetSuite. |
Trigger Every 5 minutes after New or Update Install Base |
RMA Saleforce → NetSuite |
NetSuite and Salesforce Integrations/ RMA |
SF-NS | REC | RMA Integration |
Operation passes all new RMA records from Salesforce into NetSuite. |
Trigger Every 5 minutes after New or Update on RMA |
RMA(Return Authorization) NetSuite → Salesforce |
NetSuite and Salesforce Integrations/ RMA |
NS-SF | Update SF RMA from NS Return Authorization |
Operation passes RMA status updates from NetSuite to Salesforce so that that Salesforce stays in sync with NetSuite. |
Trigger Every 5 minutes after New or Update on Return Authorization |
Sales Orders RMA Salesforce → NetSuite |
NetSuite and Salesforce Integrations/ RMA |
SF-NS | REC | Query Orders (Create RMA SO) |
Operation passes RMA Orders from Salesforce to NetSuite so that Customer Support does not have to toggle between 2 systems when placing orders. |
Trigger Every 5 minutes after New or Update Query Orders (Create RMA SO) |
Sales Orders NetSuite → Salesforce |
NetSuite and Salesforce Integrations/Sales Order |
NS-SF | REC | Sales Order Sync |
Operation passes new and updated Orders from NetSuite to Salesforce. |
Trigger Every 15 minutes after New or Update on Sales Order |
Sales Orders (Opportunity) NetSuite → Salesforce |
NetSuite and Salesforce Integrations/Sales Order |
NS-SF | REC | Non-RMA Sales Order to SFDC Oppty Sync |
Operation passes new and updated Orders from NetSuite to Salesforce to create Opportunity |
Trigger Every 5 minutes after New or Update on Sales Order |
NetSuite Contracts to Salesforce |
NetSuite and Salesforce Integrations/ Contracts |
NS-SF | REC | Contract Sync |
Operation passes new and updated contract information from NetSuite to Salesforce |
Trigger Every 5 minutes after New or Update on Contract |
NS Install Base Locations to WeatherTRAK |
NetSuite and Salesforce Integrations/ Install Base |
NS-WTR | REC | Install Base Location Sync |
Operation passes NetSuite Install Base location to WeatherTRAK. Excludes name contains HPM |
Trigger Every 5 minutes after New or Update on Install Base |
NS Contract Item Subscription End Date to WeatherTRAK |
NetSuite and Salesforce Integrations/ Contracts |
NS-WT | REC | Contract Item Subscription End Date |
Operation passes the Subscription End date from Contract Item to WeatherTRAK |
Trigger Every 5 minutes after New or Update on Contract |
Salesforce Case Event to WaterCompass |
NetSuite and Salesforce Integrations/Water Compass |
SF-WC | UPDATE | Case Services |
Operation passes the Event information from the Salesforce Case to WaterCompass |
Trigger Every 5 minutes after New or Update on Salesforce Case |
|
SF Work Order Control
|
NetSuite and Salesforce Integrations/ Control Flows |
SVMX-NS | REC | Work Order Control Sync |
Work Order sync from Salesforce to NetSuite |
Trigger Every 5 minutes after New or Update on Work Order |
SF SalesOrder Control |
NetSuite and Salesforce Integrations/ Control Flows |
SVMX-NS | REC | Sales Order Control Sync |
Sales Order sync from Salesforce to NetSuite |
Trigger Every 5 minutes after New or Update on SVMX Sales Order |
NS Bin Control |
NetSuite and Salesforce Integrations/ Control Flows |
NS-SVMX | REC | Bin Control |
Bin (Stocking Location) Sync from NetSuite to Salesforce. Only Professional services Bins are synced. (Creates new SMax Stocking Location) |
Trigger Every 12 hours |
More Operations Timing Info - https://hydropoint.atlassian.net/wiki/spaces/CE/pages/4018470933/Workato+Current+Operations+Timings