NetSuite + Pipedrive
Create activities in Pipedrive for new records in NetSuite
This workflow is a time-saving solution that creates a new activity in Pipedrive whenever a fresh record comes up in NetSuite. It enhances your sales process by ensuring each new NetSuite record swiftly results in an actionable task in Pipedrive. Keep information consistent across both platforms with this efficient automation.
This workflow is a time-saving solution that creates a new activity in Pipedrive whenever a fresh record comes up in NetSuite. It enhances your sales process by ensuring each new NetSuite record swiftly results in an actionable task in Pipedrive. Keep information consistent across both platforms with this efficient automation.
- When this happens...
New RecordTriggers when a new record is created. Supports standard and custom records.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ActivityCreates a new activity.
ActionWriteCreate a new record or update an existing record in your app.
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Record TypeRequired
IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Limit
Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IDRequired
Record TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecord TypeRequired
RecordRequired
File to attachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
RecordRequired
File to attachRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FileRequired
NameRequired
File TypeRequired
Description
Is Online
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord TypeRequired
Limit Number of Results
Primary Field to Search ByRequired
And/Or Operator
Secondary Field to Search By
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About NetSuite
Related categories
About Pipedrive
Related categories
Related Zap Templates
- Update activities in Pipedrive when new records are created in NetSuite
- Create api requests in Pipedrive from new records in NetSuite
- Update deals in Pipedrive when new records are created in NetSuite
- Update records in NetSuite and seamlessly update corresponding persons in Pipedrive
- Create new Pipedrive deals by adding products when new records surface in NetSuite
- Create new Pipedrive persons from new NetSuite records
- Create deals in Pipedrive for every new record in NetSuite
- Update records in NetSuite whenever new deals are created in Pipedrive
- Update NetSuite records and accordingly update persons in Pipedrive
- Delete records in NetSuite and create corresponding activities in Pipedrive
- Update Pipedrive deals when records are deleted in NetSuite
- Create new Pipedrive deals when records are deleted from NetSuite
- Create new Pipedrive persons from new NetSuite records
- Create new Pipedrive products from new NetSuite records
- Create new Pipedrive deals from new NetSuite records
Related Zap Templates
- Update activities in Pipedrive when new records are created in NetSuite
- Update records in NetSuite and seamlessly update corresponding persons in Pipedrive
- Create deals in Pipedrive for every new record in NetSuite
- Delete records in NetSuite and create corresponding activities in Pipedrive
- Create new Pipedrive persons from new NetSuite records
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- Create api requests in Pipedrive from new records in NetSuite
- Create new Pipedrive deals by adding products when new records surface in NetSuite
- Update records in NetSuite whenever new deals are created in Pipedrive
- Update Pipedrive deals when records are deleted in NetSuite
- Create new Pipedrive products from new NetSuite records
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- Update deals in Pipedrive when new records are created in NetSuite
- Create new Pipedrive persons from new NetSuite records
- Update NetSuite records and accordingly update persons in Pipedrive
- Create new Pipedrive deals when records are deleted from NetSuite
- Create new Pipedrive deals from new NetSuite records