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Salesforce ↔ NetSuite via iPaaS (Celigo / Workato) template

Quote-to-cash between Salesforce CPQ and NetSuite: customers, items, sales orders, fulfilments, invoices and payments synced by recipes. This integration diagram template contains 9 labelled components, branches such as “Closed-won opportunity”, “Item & price updates”, “Fulfilment & invoice”.

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Components in this integration diagram

  • Salesforce CPQ
  • iPaaS recipe engine
  • Upsert customer in NetSuite
  • Create sales order
  • NetSuite ERP
  • Update Salesforce price books
  • Update opportunity & account status
  • Sync error?
  • Error dashboard & auto-retry

How to use this integration diagram template

  1. Click Open in the editor. The integration diagram opens on a new page in FlowDiagram — nothing is uploaded and there is no sign-up.
  2. Rename, add or delete shapes and drag them where you want; connectors stay attached as things move.
  3. Drop in vendor logos from the library — 1,160 of them, including every AWS, Azure and Google Cloud service icon — or restyle it with the colour and theme controls.
  4. Prefer text? Edit the Mermaid source below and paste it in through ☰ → Import diagram (see the Mermaid editor); it imports as an editable diagram.
  5. Export to PNG, SVG or PDF, or press Ctrl+L for a link that carries the whole diagram.

Mermaid source

The whole template is the text below. Paste it into FlowDiagram, keep it in Git next to the code it describes, or hand it to an AI assistant to extend.

flowchart LR
  SF[Salesforce CPQ] -->|Closed-won opportunity| IP[iPaaS recipe engine]
  IP --> C1[Upsert customer in NetSuite]
  IP --> C2[Create sales order]
  C1 --> NS[(NetSuite ERP)]
  C2 --> NS
  NS -->|Item & price updates| IP
  IP --> SFP[Update Salesforce price books]
  SFP --> SF
  NS -->|Fulfilment & invoice| IP
  IP --> SFO[Update opportunity & account status]
  SFO --> SF
  NS -->|Payment received| IP
  IP --> ERR{Sync error?}
  ERR -->|Yes| QUEUE[Error dashboard & auto-retry]

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