Crisp + NetSuite

Manage new incoming Crisp messages by creating or updating records in NetSuite

Streamline your customer communication with this workflow. When a new incoming message arrives in your Crisp app, a record will be created or updated in your NetSuite app. This allows you to efficiently document and track your customer interactions, keeping your records up-to-date and ensuring timely responses.

When this happens...
Message Sent
Triggers when an operator sends a message
TriggerInstant
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

Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
Try It
- Conversation ID (session_id)Required
- SegmentsRequired
Action
Write

- User EmailRequired
- User NameRequired
- User MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write

- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Scheduled
Try It
- 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

Message Sent
Triggers when an operator sends a message
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
Try It
- EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- EmailRequired
- Event nameRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
Action
Write
- QueryRequired
Action
Search
- Record TypeRequired
Trigger
Scheduled
Try It
- Record TypeRequired
Trigger
Scheduled
Try It
- 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

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

Learn more

Related categories

Customer Support

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)

Crisp + NetSuite

Manage new incoming Crisp messages by creating or updating records in NetSuite

Edited Contact

Message Incoming

New Conversation

Conversation Segments Updated

Add Segments to Conversation

Create Conversation

Send Note Message

Change Conversation State

Search for a Profile

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)

Message Sent

New Contact

Conversation Custom Data Updated

Conversation Status Change

Create/Update Contact

Add a User Event

Send Text Message

Search for Conversation

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Update Record

Create or Update Record

Find Record

Get Record Type (Object) Schema

About Crisp

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates