NetSuite + Zoom

Create records in NetSuite for new Zoom meeting registrants

This workflow springs into action when a new registrant signs up for a meeting in Zoom, subsequently creating a record in NetSuite. Perfect for businesses looking to streamline their customer tracking process, this workflow ensures that every new meeting participant is promptly recorded in your NetSuite database. Using this automation, you can keep your records up to date and never miss an important client interaction. Simplify your workload and stay organized with this Zoom to NetSuite workflow.

When this happens...
New Meeting Registrant
Triggers when a new registrant is added to a meeting.
TriggerInstant
automatically do this!
Create Record
Creates a new record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

- Meeting TypeRequired
Trigger
Instant
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- Info
Trigger
Instant
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- Meeting TypeRequired
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
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- Meeting TypeRequired
Action
Write

- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
- Send Confirmation Email to Registrants
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Meeting TypeRequired
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting UUIDRequired
Action
Search
- Record TypeRequired
Trigger
Scheduled
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- 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

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
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- Webinar or Meeting?Required
Trigger
Instant
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- Upcoming Meeting
Trigger
Instant
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- Upcoming Webinar
Trigger
Instant
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- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- Meeting IDRequired
- Deletion TypeRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting UuidRequired
Action
Search
- Meeting TypeRequired
- Meeting or Webinar IDRequired
Action
Search
- 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

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 Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more

Related categories

Video Conferencing

NetSuite + Zoom

Create records in NetSuite for new Zoom meeting registrants

New Meeting Ended

New Audio Transcript

New Meeting

New Cloud Recording

Create Meeting

Create Webinar Registrant

API Request (Beta)

Find Meeting/Webinar

Get Meeting Summary

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Update Record

Create or Update Record

Find Record

Get Record Type (Object) Schema

New Meeting Summary

New Participant Joined Webinar or Meeting

New Meeting Registrant

New Webinar Registrant

Create Meeting Registrant

Delete Meeting Recordings

Update Zoom Meeting

Find Recording and Download

Retrieve Meeting or Webinar Participants

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)

About NetSuite

Related categories

About Zoom

Related categories

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