Agile CRM + NetSuite

Create or update NetSuite records from new Agile CRM contacts

Streamline your customer relationship management process with this Agile CRM to NetSuite workflow. Whenever a new contact is added in Agile CRM, a record is instantly created or updated in NetSuite. This automation ensures you always have the most recent and accurate information available for your customers and prospects.

When this happens...
New Contact
Triggers when a new contact is add in AgileCRM.
TriggerScheduled
automatically do this!
Create or Update Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

- Track / MilestoneRequired
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket FilterRequired
Trigger
Scheduled
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- Tag NameRequired
Trigger
Scheduled
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- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
- Record TypeRequired
Trigger
Scheduled
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- Record TypeRequired
Trigger
Scheduled
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- Record TypeRequired
- IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Record TypeRequired
- IDRequired
Action
Write
- External IDRequired
- Record TypeRequired
Action
Write
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
Action
Search

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Scheduled
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- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Search byRequired
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar apps

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Related categories

CRM (Customer Relationship Management)

Agile CRM + NetSuite

Create or update NetSuite records from new Agile CRM contacts

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Add Event

Create Task

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Update Record

Create or Update Record

Find Record

Get Record Type (Object) Schema

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

Add Score to Contact

Create Company

Create Deal

Create Ticket

Create or Update Contact

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Upload File to File Cabinet

Find File In File Cabinet

Find Records (with line-item support)

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces

About NetSuite

Related categories

Related Zap Templates

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