ZoneBilling customers have access to template Recipes created by Zone in the Workato Community Library. 

Our Recipes are intended to provide the core recommended data flows between source applications and ZoneBilling, but they are completely flexible to be tailored to meet a business's unique needs with a user-friendly, point-and-click interface.

To learn more about Workato Recipes, visit https://docs.workato.com/workato-concepts.html

Overview

This recipe uses two connectors: Salesforce and ZoneBilling for NetSuite. It can be used when integrating a Closed Won Opportunity to a ZAB Subscription and  Subscription Items.

Click on any Action to view the detailed field mappings. 

Select in the top right corner to begin your Recipe with this template. Once in your Workato environment, you can Edit the Recipe and make any necessary changes to suit your use case. 

How it Works 

1. Trigger Step 1: A new or updated Opportunity in Salesforce meets the condition of Stage = 'Closed Won'.
   
2. Action Step 2: Workato gets the list of Opportunity Products data in Salesforce based on the Opportunity ID from Step 1.
   • These will be used when creating/updating the Subscription Items in Step 5.
   • 
3. Action Step 3: Because this action is an upsert, Workato searches for an existing Subscription in NetSuite. 
   •  
   • The Opportunity ID is used to lookup the Salesforce ID of a Subscription in NetSuite.
     • • If no matching Subscription is found, Workato creates a new Subscription.
       • If a matching Subscription is found, Workato updates the existing Subscription.
     • On create or update, the following fields are set.
       • Charge Schedule
       • Customer
       • Start Date
       • End Date 
       • Name
       • Salesforce ID
         • 
       • Any of these fields can be modified to support the recipe's use case. 
       • Additional fields can be added and mapped by clicking the "optional fields available" at the bottom. 
         • 
4. Action Step 4: For each Opportunity Product listed in Step 2, Step 5 is performed.
5. Action Step 5: Because this action is an upsert, Workato searches for an existing Subscription Item in NetSuite.
   • The concatenation of "Opportunity ID.Line Item ID." is used to lookup the Salesforce ID in NetSuite.
     • • If no matching Subscription Item is found, Workato creates a new Subscription Item.
       • If a matching Subscription Item is found, Workato updates the existing Subscription Item.
     • On create or update, the following fields are set.
       • Subscription (from Step 3)
       • Name
       • Item
       • Start Date
       • End Date 
       • Quantity
       • Rate
       • Salesforce ID
         • 
       • Any of these fields can be modified to support the recipe's use case. 
       • Additional fields can be added and mapped by clicking the "optional fields available" at the bottom.
         • 

If your use case has any custom objects or values, be sure to modify the recipe accordingly with those customizations. 

Assumptions

• Salesforce CPQ is not used. 
• The Customer and Item already exist in NetSuite at time of trigger. 
• The NetSuite Item record contains the following ZAB Default fields are set: 
  • Default Proration Type
  • Default Rate Type
  • Default Rate Plan (if applicable)
  • Default Charge Schedule
  • Default Bill in Arrears (if applicable)
• Only out-of-the-box fields, records, and values are used
  • Salesforce
    • Opportunity
    • Opportunity Product
  • NetSuite
    • Customer
    • Item
    • ZAB Subscription
    • ZAB Subscription Item

To learn more about Recipes, please visit Workato / Docs.