Microsoft Teams + NetSuite Integration

Your team already lives in Microsoft Teams for daily communication. But when NetSuite actions require attention -- a purchase order needs approval, a large order ships, or an invoice goes overdue -- people have to leave their workflow, log into NetSuite, and navigate to the right record. A Microsoft Teams-NetSuite integration eliminates that friction by delivering ERP notifications, approval workflows, and record lookups directly into Teams channels and chats. Key business actions happen faster because they happen where your team already works.

How Microsoft Teams + NetSuite Works

The integration connects NetSuite events and data to Microsoft Teams using webhooks, custom bots, or middleware platforms like Celigo, Workato, or Power Automate. At BrokenRubik, we configure the integration to push NetSuite notifications to specific Teams channels, enable approval workflows through adaptive cards, and provide bot-based record lookups so users can query NetSuite data without leaving Teams.

When a triggering event occurs in NetSuite -- a new sales order, a PO requiring approval, or a threshold alert -- the integration formats the relevant data and posts it to the designated Teams channel. For approvals, users can review details and approve or reject directly from the Teams notification, and the action is written back to NetSuite in real time.

Key Features

• Channel-based ERP alerts -- Route NetSuite notifications to dedicated Teams channels based on event type, department, or subsidiary. Finance gets invoice alerts, operations gets fulfillment updates, and management gets exception notifications.
• Approval workflows in Teams -- Review and approve purchase orders, expense reports, vendor bills, and other NetSuite records directly from Teams using interactive cards. No need to log into NetSuite.
• NetSuite record lookup bot -- Query customer records, order status, inventory levels, and invoice details by typing commands in Teams. The bot returns formatted results instantly.
• Threshold and exception alerts -- Get notified in Teams when metrics cross defined thresholds -- overdue invoices, low stock levels, large discount approvals, or budget overruns.
• Workflow automation triggers -- Initiate NetSuite workflows from Teams. For example, a message in a sales channel can create a new opportunity or case in NetSuite.

Common Use Cases

• Purchase order approvals where managers review PO details, vendor information, and budget impact in a Teams card and approve with a single click.
• Sales notifications that post new large orders, won opportunities, or churned accounts to a sales channel for team visibility.
• Finance alerts for overdue receivables, failed payment processing, or journal entries requiring review.
• Warehouse and logistics updates sending shipment confirmations, receiving discrepancies, or stock transfer requests to operations channels.
• Executive dashboards in Teams with scheduled summary posts showing daily revenue, order count, and cash position from NetSuite.

Getting Started

BrokenRubik builds Microsoft Teams-NetSuite integrations that match your team's communication patterns and approval workflows. We configure the channels, bots, cards, and automations so your team can act on ERP data without leaving Teams.

Book a free strategy call

Frequently Asked Questions

Can I approve NetSuite records directly from Microsoft Teams?expand_more

What NetSuite events can trigger Teams notifications?expand_more

Does this integration require Power Automate?expand_more

Can different teams get different notifications?expand_more

How long does the integration take to set up?expand_more