NetSuite Approvals in Teams

Asks each approver in Teams, writes their decision back into NetSuite as them, and keeps an audit trail.

1Start · WebhookNetSuite

When NetSuite posts an approval event to the agent's webhook

Passes in: record_type, record_id, next_approver, pending_since, state

♦ nothing needed here

2Quick checksNetSuite

Read the record, its approval history and its attachment list

Remembers: record, history, attachments

♦ nothing needed here

Repeat for each approval level · until record.state in ['Approved', 'Rejected'] (usually 1-4 levels)

3Quick checksNetSuiteEntra ID

Find who approves next, and their Teams account

Remembers: approver, teams_user

♦ nothing needed here

4ApprovalTeams

Ask the approver in Teams to approve, reject or comment

Decides: approve · reject · comment

Before it runs: Keep sensitive details out of chatWhile waiting: Remind at 24 h and 48 h

Then, depending on the decision:

If approved

5ActionNetSuite

Record the approval in NetSuite, as the approver

Before it runs: Still theirs to decide?

If rejected

6ActionNetSuiteTeams

Record the rejection with the reason, then tell the requester in Teams

Before it runs: Still theirs to decide?

If comment

7SendNetSuiteTeams

Add the comment in NetSuite and notify the requester in Teams

♦ nothing needed here

Moves on when step 3 re-reads the record and finds a new approver.

8SendTeams

Tell the requester the final outcome in Teams and close every open card

♦ nothing needed here

9LogThunai

Write the audit entry: each level, who decided, where, and the NetSuite system note

After it's done: Add to evidence pack