Integration

    NetSuite and Volty

    Trade customers ask about orders and stock and Volty answers from NetSuite, with NetSuite connected by our team.

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    Updated

    A trade order on the truck

    A customer asks about an order. Volty reads it from NetSuite.

    BF

    Ben Foster

    WhatsApp · Customer

    Is our order SO-10388 going out today? Need it for a site tomorrow.
    Called NetSuiteSO-10388 · 48 cartons · Picked · Truck 3 · departs 3pm
    VoltyHi Ben, yes. All 48 cartons on SO-10388 are picked and loading on truck 3, which leaves at 3pm today. It will reach your Elk Grove site this afternoon.

    NetSuite sales order

    SO-10388

    Pending fulfilment
    Customer
    Foster Building Supplies
    Lines
    6 items · 48 cartons
    Ship date
    Today · Truck 3
    Matched by
    Verified phone number

    Read from NetSuite during the conversation

    What Volty does with NetSuite

    NetSuite is the cloud ERP many regional distributors and growing companies run orders, inventory and customers on. We connect NetSuite to Volty as a custom connection, and what Volty reads and writes is agreed with you when it is connected. Trade customers ask about an order or an item and Volty answers from NetSuite, and a new order can be proposed for a colleague to approve.

    • Order status

      Volty reads the sales order and its fulfilment.

    • Item availability

      Quantity available read before Volty promises a delivery.

    • Only the customer's own orders

      A lookup is bound to the verified customer in the conversation.

    • Changes wait for approval

      Any write starts Off, and once on it can wait for a colleague.

    An operations clerk reads paperwork at a desk of monitors, with a glass wall behind her looking onto a warehouse of racking, cartons and forklifts.
    Orders, items and customers read from NetSuite.

    A repeat order

    A customer asks to reorder. Volty checks availability and proposes the order.

    PN

    Paula Nguyen

    Email · Customer

    Please repeat our last order of 20 cases of 1-inch PVC conduit.
    Called NetSuitePVC conduit 1in · 340 cases available
    VoltyHi Paula, we have 340 cases of 1-inch PVC conduit available. I've passed the order of 20 cases to sales to confirm.

    Waiting for approval

    NetSuite sales order: 20 cases 1-inch PVC conduit for Nguyen & Sons Electrical

    ApproveEditDecline

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Dispatch notices

    1. When

      Every morning

      A scheduled automation

    2. Step 1

      Reads today's shipments

      From NetSuite

    3. Step 2

      Tells each customer

      An approved template

    4. Step 3

      Answers the replies

      And brings in sales

    A crew in hi-vis vests passes cardboard boxes hand to hand at the back of a box truck at a loading dock.
    Customers hear what is on the truck before it leaves.

    How Volty connects to NetSuite

    We connect NetSuite to your workspace as a custom connection, agreed with you, and an admin approves it once before Volty uses it.

    1. 01

      Agree what Volty reads and writes

      Orders, items and customers.

    2. 02

      Share access

      A NetSuite integration login for the records agreed.

    3. 03

      Approve the connection

      An admin approves it once in Volty.

    4. 04

      Set the switches

      Each tool is On, Check with staff, or Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find customerReads
    • Read sales orderReads
    • Read item availabilityReads
    • Create sales orderChanges

    Reading tools can be turned on straight away. Anything that changes NetSuite starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    How does Volty connect to NetSuite?

    We connect NetSuite to your workspace as a custom connection, from an API key or address, and what Volty reads and writes is agreed with you when it is connected. An admin approves it once before Volty uses it.

    Can Volty change records in NetSuite?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect NetSuite with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026