NetSuite + Salesforce

Update Salesforce records whenever new records are created in NetSuite

When a new record appears in NetSuite, this automation immediately updates the corresponding record in Salesforce. This workflow ensures a smooth data transition between your critical business platforms, thereby driving efficiency and maintaining consistency across your records without manual interference. Enhance your team's productivity and simplify your data management with this efficient process.

When a new record appears in NetSuite, this automation immediately updates the corresponding record in Salesforce. This workflow ensures a smooth data transition between your critical business platforms, thereby driving efficiency and maintaining consistency across your records without manual interference. Enhance your team's productivity and simplify your data management with this efficient process.

  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
    Update Record

    Updates an existing record for 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
netsuite logo
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier