NetSuite + Proposify

Create new Proposify clients from new records in NetSuite

This workflow instantly transfers new NetSuite records into the Proposify app as client details, ensuring seamless data movement. It eliminates the need for manual data entry, saving valuable time and reducing potential errors. Watch your NetSuite information flow smoothly into Proposify and streamline your client management process.

When this happens...
New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- 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
Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write

- 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
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write

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)

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn more

Related categories

Proposal & Invoice Management

Related Zap Templates

Create new records in NetSuite when new proposals are created in Proposify

Create new Proposify clients from new records in NetSuite

Create new records in NetSuite when new proposals are created in Proposify

NetSuite + Proposify

Create new Proposify clients from new records in NetSuite

Supported triggers and actions

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Update Record

Create or Update Record

Find Record

Get Record Type (Object) Schema

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

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)

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

About NetSuite

Related categories

About Proposify

Related categories

Related Zap Templates

Related Zap Templates