NetSuite + Salesforce

Update records in Salesforce when new records appear in NetSuite

Streamline your database management process with this intuitive workflow. Whenever a new record gets added in NetSuite, the workflow will promptly update the corresponding record in Salesforce. It's a seamless solution that enhances efficiency, saving you time on manual data entry and ensuring consistent information across both platforms. It's database management made easy.

Streamline your database management process with this intuitive workflow. Whenever a new record gets added in NetSuite, the workflow will promptly update the corresponding record in Salesforce. It's a seamless solution that enhances efficiency, saving you time on manual data entry and ensuring consistent information across both platforms. It's database management made easy.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

    Triggers when a record is created or updated. Supports standard and custom records.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    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
    • 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
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netsuite logo

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)
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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