NetSuite + Salesforce

Manage new NetSuite records by triggering api requests in Salesforce

Streamline your operations effectively with this user-friendly workflow. When a new record is added in NetSuite, a corresponding process is initiated in Salesforce. This eliminates the need for duplicate manual entries, maintaining uniformity and accuracy across your business platforms. Capitalize on this convenience to free up your time to concentrate on tasks of higher strategic importance.

Streamline your operations effectively with this user-friendly workflow. When a new record is added in NetSuite, a corresponding process is initiated in Salesforce. This eliminates the need for duplicate manual entries, maintaining uniformity and accuracy across your business platforms. Capitalize on this convenience to free up your time to concentrate on tasks of higher strategic importance.

  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.

    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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