NetSuite SOAP - Initialize record action

PRIVATE BETA

This action is in private beta. Private beta features are available in production but only to selected customers. Customers must opt in and be accepted into the beta.

During the private beta, Workato may update its functionality or change its availability without prior notice.

The Initialize record action creates a new NetSuite record with data from a related record. You can use this action to create records like Cash Sales or Item Fulfillments based on existing transactions. This action retrieves all relevant fields and line items from the source record, removing the need for additional lookups or manual field mapping.

Input

Input field	Description
Record	Specify the NetSuite record type to initialize. Options include: Cash Sale Item Fulfillment Item Receipt
Reference record	Select the related record type to use as a reference. Options vary based on the selected record: Cash Sale: Customer, Estimate, Opportunity, Sales Order Item Fulfillment: Sales Order, Transfer Order Item Receipt: Purchase Order, Transfer Order
Reference record ID	Provide the internal ID of the reference record in NetSuite.

Output

The output schema is dynamically generated based on the selected record type. It includes the fields relevant to the initialized record.