Native NetSuite Integration - No Middleware Required

Your AI support bot.
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No Zapier. No Make. No breakage.

Velaro is the only live chat platform with a native, server-side NetSuite connection. 33 AI skills. Real-time ERP data in every conversation. Your credentials never leave your server.

Built for NetSuite Certified
OAuth 1.0a - credentials server-side only
33 AI Skills
14 Record Types
33
AI skills for NetSuite
14
Record types supported
0
Third-party middleware required
1
Server-side call - your data stays yours

Make, Zapier & Power Automate are the wrong tool for ERP data.

They were built for simple automations, not real-time, bidirectional, live-conversation ERP access. Here’s what happens when you try.

The Middleware Approach (Zapier / Make / Power Automate)

Fragile by design. Your credentials live in someone else’s cloud.

Every integration is a chain of HTTP nodes. Each node can fail. API changes break everything. And your NetSuite OAuth tokens are stored in a third-party platform you don’t control.

  • OAuth credentials stored on Zapier/Make servers - outside your control
  • Tokens passed between automation nodes - visible in flow logs
  • A NetSuite API change breaks every flow that touches it
  • Not real-time - triggered by webhooks or polling, not live conversation events
  • 4–8 chained nodes for a simple invoice lookup - each a failure point
  • No conversation context - just raw data transfer, no AI reasoning
  • Customer data flows through third-party processors you don’t control
Typical Zapier NetSuite flow:
Trigger → Auth Node → Search Customer → Get Invoice → Format Data → Send to Chat → Handle Error (7 nodes · any one fails · credentials in 3 places)
The Velaro Native Approach

Server-side. Encrypted. One call. No chains.

Velaro’s AI tools call a single server-side endpoint that handles everything: OAuth signing, credential management, batching, and error handling - your tokens never leave your server.

  • OAuth credentials encrypted in Azure SQL (TDE AES-256) - only your server uses them
  • OAuth 1.0a (HMAC-SHA256) signed server-side - tokens never sent to browser, chat widget, or LLM
  • Single RelayToRestlet endpoint - one call handles all NetSuite communication
  • Real-time - fires during the live conversation, returns data in seconds
  • NetSuite API changes handled by Velaro - your config stays working
  • Full conversation context: AI uses NetSuite data to compose natural language replies
  • Field mapper: you control exactly which fields are read, written, or shown
Velaro approach:
Chat → Velaro AI → RelayToRestlet endpoint → OAuth signed internally → NetSuite → Reply (1 secure call · credentials never leave server)

How Velaro’s AI tools call NetSuite

Every conversation runs through a secure, server-side orchestration pipeline. Here’s the exact flow - from visitor message to NetSuite data back in natural language.

1
Conversation Engine
Assembles system prompt, conversation history, and available tool definitions. No ERP credentials at this stage.
2
LLM Decides
AI (Claude, GPT-4, Gemini) returns a tool_use signal - an intent to look up ERP data, not a direct NetSuite call.
3
Velaro Skills Execute
PRODUCTION
33 AI skills fire server-side. OAuth signing here. Credentials never leave.

PRODUCTION MCP Tool Server for extensible capabilities.
4
AI Composes Reply
NetSuite data returns to the AI. It composes a natural language reply to the visitor - no raw JSON, no technical jargon.
33 Production AI Skills

Every live NetSuite action runs through one of 33 production AI skills including netsuite_search_customer, netsuite_get_customer_balance, netsuite_search_orders, netsuite_get_invoice, netsuite_create_rma, netsuite_create_case, netsuite_check_stock, netsuite_get_item_pricing, and 25 more. These skills cover all 14 record types - zero credentials exposed at any step.

Two NetSuite API Paths

SuiteTalk REST API - standard record CRUD, SuiteQL queries, reads and writes.

Custom RESTlet - your SuiteScript deployed in your NetSuite account, used for field metadata, dropdown lists, multi-item operations, and complex business logic unavailable in standard REST.

TLS 1.2+ in transit
AES-256 at rest
OAuth tokens server-side only
No cross-tenant data sharing
Azure Key Vault for secrets
View Full Security Diagram →

You control exactly what gets read, written, and shown.

The Velaro field mapper connects any NetSuite field to your conversation flow. Decide which fields trigger record creation, which search for duplicates, and which display in your agent’s information pane.

Field Mapper - Customer record
Customer Lead Order Case + Add type
NetSuite Field Type Create Search Selected In Results
EmailText
Customer IDText
Account BalanceText
StatusList
Credit LimitText
Add field
✍️
Create
Include this field when creating new NetSuite records from chat.
🔍
Used for Searching
Use this field to match existing records before creating duplicates.
📋
Show When Selected
Method 1. Displays in the agent info pane when a specific record is selected.
📊
Show In Search
Method 2. Displays in search results - helps identify the right record before selecting.
How NetSuite fields surface in your agent’s workspace
Two independent display contexts - each field can be configured for one or both.
1

Informational Pane - Show When Selected

When an agent (or the AI) selects a specific NetSuite record, the fields marked Show When Selected appear in a structured information pane. This is the deep ERP view - put the fields most useful during a live conversation here.

  • Fires after an agent clicks a result or the AI resolves a record
  • Best for: balance, credit limit, open orders, account status, contact info
  • Renders as clean key-value pairs - easy to scan mid-conversation
  • Agent can take actions (update record, open case) directly from this pane
📋 Customer Info - Acme Corp
Emailbuyer@acme.com
Account Balance$14,220.00
Credit Limit$20,000.00
StatusActive
Open Cases2
2

Search Results - Show In Search

When searching for a record by name, email, or ID, fields marked Show In Search appear in the results list - letting agents and AI identify the correct record before opening it.

  • Appears in the results list before a record is selected
  • Best for: customer ID, company name, email, account number
  • Critical for accuracy - prevents agents selecting the wrong record
  • AI uses these fields to auto-resolve the correct match
🔍 Search results - “Acme”
Acme CorpC-00123 · buyer@acme.com · Active
Acme IndustriesC-00891 · info@acme-ind.com · Inactive

Every capability - live on connect

No configuration required. Connect your account and every tool activates automatically.

💰

Customer Intelligence

  • Customer search by name/email
  • Full customer profile
  • List all customer contacts
  • Account balance & credit limit
  • Update customer record
📦

Order Management

  • Search orders by name/email
  • Full order details + line items
  • Complete order history
  • Cancel order with confirmation
  • Add internal order note
💵

Invoicing & Payments

  • Invoice details & status
  • All open invoices
  • Full payment history
  • Credit memo lookup
🎫

Case Management

  • Create new support case
  • Get all cases for customer
  • Update case status & priority
  • Add note to case
↩️

Returns & RMA

  • Create RMA request
  • Get RMA status & details
  • Confirm credit memo creation
🛍️

Inventory & Catalog

  • Search items by keyword
  • Real-time stock levels
  • Item tier pricing
  • Custom Restlet execution

All 33 AI skills - live on connect

No setup required. Every capability active the moment you authenticate.

Skill 01

Search Customer

Find by email, name, or company

Skill 02

Get Customer

Full profile with balance and credit limit

Skill 03

Get Customer Contacts

All contacts associated with account

Skill 04

Get Customer Balance

Current balance, credit limit, aging

Skill 05

Update Customer

Update customer properties from chat

Skill 06

Search Orders

Search by email, order number, or date

Skill 07

Get Order

Full order details with line items

Skill 08

Get Order History

Complete order history for a customer

Skill 09

Cancel Order

Cancel with customer confirmation step

Skill 10

Add Order Note

Internal note attached to the order

Skill 11

Get Invoice

Invoice details with line items and status

Skill 12

Get Open Invoices

All outstanding invoices with amounts due

Skill 13

Get Payment History

All payments with dates and amounts

Skill 14

Get Credit Memo

Single credit memo details and status

Skill 15

Get Credit Memos

All credit memos for the customer

Skill 16

Create Case

Open a new support case in NetSuite

Skill 17

Get Cases

All open and closed cases for customer

Skill 18

Update Case

Change status, priority, or assignment

Skill 19

Add Case Note

Note visible to customer or internal only

Skill 20

Get RMA

RMA status and full details

Skill 21

Create RMA

Initiate return merchandise authorization

Skill 22

Get Opportunity

Sales opportunity details

Skill 23

Search Opportunities

Search pipeline by stage or value

Skill 24

Create Quote

Generate a quote from chat conversation

Skill 25

Search Items

Search product catalog by keyword

Skill 26

Check Stock

Real-time inventory levels

Skill 27

Get Item Pricing

Tier pricing and volume discounts

Skill 28

Get Subsidiaries

List all subsidiaries in the account

Skill 29

Update Customer

Update customer properties from chat

Skill 30

Update Record

Update any NetSuite record by type and ID

Skill 31

Get Record

Fetch any record by type and internal ID

Skill 32

Create Record

Create any standard NetSuite record

Skill 33

Custom Restlet

Execute any SuiteScript Restlet from chat

Your NetSuite credentials never leave your server. Ever.

Velaro’s architecture is designed so OAuth tokens are generated, stored, and used exclusively on your server-side infrastructure - never transmitted to chat widgets, LLM providers, or automation logs.

🔐

Credential Storage

  • OAuth credentials encrypted in Azure SQL (TDE AES-256)
  • Infrastructure secrets in Azure Key Vault
  • LLM API keys in platform-encrypted App Settings
  • Consumer Key/Secret never exposed in logs
🔒

Token Isolation

  • OAuth 1.0a (HMAC-SHA256) signing is server-side only
  • Tokens never sent to client browser
  • Tokens never included in LLM prompts
  • All NetSuite calls are server-to-server only
  • Tokens never passed to MCP servers
🛡️

Network & Access

  • Azure Front Door + WAF (OWASP 3.2, bot protection)
  • DDoS protection L3/L4/L7
  • Entra External ID (CIAM) authentication
  • Per-tenant data isolation - zero cross-account access
  • Full integration activity audit log

Velaro vs. every other option

FeatureVelaroZapier / MakeSalesforce Service Cloud
Credential storage Your Azure SQL, encrypted AES-256 Third-party cloud you don’t control~ Salesforce-managed vault
OAuth tokens exposed in logs Never - server-side signing only Visible in automation flow logs~ Connector middleware required
Real-time ERP data in chat Live, in-conversation lookup Triggered - not real-time Agent manual lookup
API change impact Handled by Velaro - zero downtime for you Every flow breaks - manual rebuild~ Connector update required
AI conversation context Full conversation sent, data returned naturally No AI reasoning - raw data only Agent must interpret manually
Field mapper Full mapper - 4 options per field Map every node manually per flow~ Object manager only
Custom SuiteScript Restlet Built in - Skill 33~ HTTP node per call Not supported
Built for NetSuite certified Oracle BFN badge holder
Integration failure points 1 server-side endpoint 4–8 chained nodes per operation~ Platform dependency

The math is simple.

Real numbers from businesses using Velaro. Your mileage will vary - but the direction won’t.

$75K/yr

ERP Lookup Time Eliminated

15-agent team spending 45 min/day on manual ERP lookups. Velaro automates it - 11 hours/day recovered.

$40K/yr

Invoice Dispute Resolution

Customers who see their invoice in chat resolve disputes 4× faster - fewer chargeback escalations.

+45%

Case Resolution Speed

When AI opens the case with full context from the conversation, agents resolve 45% faster on average.

Pre-built - live in minutes

Pick a template, connect your account, go live. No automation experience required.

💰

Customer Account Bot

Handles balance inquiries, open invoices, payment history, and credit limit questions without an agent.

📦

Order & Fulfillment Bot

Looks up orders, tracks shipments, and handles cancellation requests with full NetSuite data.

🎫

Case Management Bot

Opens cases, adds notes, updates status, and escalates complex issues - with context already loaded.

↩️

RMA & Returns Bot

Initiates RMA requests, tracks return status, confirms credit memo creation - fully automated.

🏢

B2B Account Bot

Multi-subsidiary routing, company lookups, and tier pricing for B2B accounts across entities.

🤝

Agent Handoff Bot

Routes to agent with full NetSuite context - account, balance, open cases - pre-loaded in the pane.

One integration. Every channel.

Connect NetSuite once. Your AI bot surfaces the same data - orders, invoices, cases, inventory - across every channel your customers use.

💬
Web Chat
Order lookup, invoice balance, case status - live in chat
📱
SMS
Text "order status" - bot replies with tracking in seconds
🟢
WhatsApp
Rich cards with order details, invoice PDFs, RMA links
📞
IVR / Voice
Caller says "check my balance" - AI reads NetSuite balance aloud
📘
Facebook
Messenger conversations routed to same NetSuite skills
🍏
Apple Messages
Pay invoices with Face ID - balance pulled live from NetSuite
Example conversation flow
SMS channel
Customer: "where is my order"
Bot calls netsuite_search_orders
Bot: "Order #4821 ships Thursday - FedEx 1Z999AA10123456784"
IVR channel
Caller: "what do I owe"
Bot calls netsuite_get_customer_balance
Bot speaks: "Your balance is $1,240 - 2 invoices due this week."
WhatsApp channel
Customer: "start a return"
Bot calls netsuite_create_rma
Bot: "RMA #R-882 created. Prepaid label in your inbox."
Voice & Telephony

NetSuite data. Live on the phone.

The same 33 NetSuite AI skills that answer questions in chat work in Velaro's IVR — so callers get balance lookups, invoice status, and order updates spoken back to them in real time, without an agent. Call transcript pushes to their NetSuite record automatically when the call ends. No other voice platform does this natively.

See Voice & Telephony

Every question your customers ask.
Answered instantly from NetSuite.

Connect Velaro to NetSuite today. No middleware. No Zapier. No risk. Live in under 5 minutes.