NetSuite + Tidio

Create or update NetSuite records whenever new contacts are sent from Tidio bot

When a Tidio bot dispatches a contact message, this workflow jumps into action updating the corresponding record in your NetSuite database. Ensure your contact information stays consistent and up-to-date between Tidio and NetSuite without the need for manual updates. This method advances your accuracy and drives efficiency in managing customer data.

When a Tidio bot dispatches a contact message, this workflow jumps into action updating the corresponding record in your NetSuite database. Ensure your contact information stays consistent and up-to-date between Tidio and NetSuite without the need for manual updates. This method advances your accuracy and drives efficiency in managing customer data.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create or Update Record

    Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • Send to Zapier NodeRequired

    Trigger
    Instant
    Try It
    • 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

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • IDRequired

    Action
    Write
    • QueryRequired

    • Limit

    • Offset

    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)
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tidio logo

About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn more

Related categories

  • Customer Support