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NetSuite

To ensure your data flows seamlessly between all systems, connect NetSuite to your other business-critical apps with Zapier's automated workflows.

Your guide to NetSuite automation

Manage your business operations more efficiently with this seamless workflow. When a new record pops up in NetSuite, a corresponding order will be crafted within Microsoft Dynamics 365 CRM. This integration helps streamline your order management system, saving you time and reducing manual data entry errors. It's an effortless way to ensure data consistency across your main business applications.

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

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

New Record

Triggers when a new record enters your saved search results.

New Record (Saved Search)

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

New Or Updated Record

Finds a file in file cabinet based on search criteria.

Find File In File Cabinet

Finds a record based on search field(s) of your choice. Supports Standard and Custom NetSuite record types

Find Record

Finds and returns a max of 25 Standard/Custom records that match your search.

Find Records (with line-item support)

Retrieves details & metadata on a record type/object of your choice a record based on search field(s) of your choice. Supports Standard and Custom NetSuite record types

Get Record Type (Object) Schema

Attach a file from file cabinet to a record.

Attach Existing File to Record

Deletes an existing record. Supports standard and custom records.

Delete Record

Removes an existing file from file cabinet from a record.

Detach File from Record

Executes an SuiteQL query over the records.

Run SuiteQL Query

Creates a new record. Supports standard and custom records.

Create Record

Updates an existing record. Supports standard and custom records.

Update Record

Upload File to File Cabinet

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

Create or Update Record

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Microsoft Dynamics 365 CRM

New Account

Updated Account

New Contact

Updated Contact

Triggers when a new custom entity is created.

New Custom Entity

Triggers when a new case/incident is created.

New Case/Incident

Triggers when a case/incident has been updated.

Updated Case/Incident

New Invoice

Updated Invoice

New Lead

Updated Lead

Triggers when a new opportunity is created.

New Opportunity

Triggers when an opportunity has been updated.

Updated Opportunity

New Order

Updated Order

Updated Quote

Find Account

Finds a contact by email address or other searchable field.

Find Contact

Find Custom Entity

Find Campaign

Find Campaign Response

Finds a invoice by email address or other searchable field.

Find Invoice

Finds a lead by email address or other searchable field.

Find Lead

Finds an opportunity by subject or other searchable field.

Find Opportunity

Finds an order by email address or other searchable field.

Find Order

Find or Create Account

Find or Create Contact

Find or Create Custom Entity

Find or Create Invoice

Find or Create Lead

Find or Create Opportunity

Find or Create Order

Create Account

Create Campaign

Create Contact

Create Campaign Response

Create Case/Incident

Create Custom Entity

Create Invoice

Create Lead

Create Opportunity

Create Order

Update Account

Update Campaign Response

Update Contact

Update Custom Entity

Update Case/Incident

Update Invoice

Update Lead

Update Opportunity

Update Order

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create orders in Microsoft Dynamics 365 CRM from new records in NetSuite

Keeping your email list up to date can be a hassle if you're manually adding new leads from NetSuite to Mailchimp. With this Zap, every time a new record is created in NetSuite, the contact is automatically added or updated as a subscriber in Mailchimp. This workflow ensures your marketing list is always current, helping you engage leads faster and without manual data entry.

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Mailchimp

Triggers when a new campaign is created or sent.

New Campaign

Triggers when a recipient opens an email in a specific campaign.

Email Opened

Triggers when a recipient clicks a pre-specified link in your campaign.

Link Clicked

Triggers when a new audience is added to your MailChimp accounts.

New Audience

Triggers when a new customer is added to a selected store.

New Customer

Triggers when a new subscriber is added to an audience.

New Subscriber

Triggers when any current subscriber unsubscribes from an audience.

New Unsubscriber

Triggers when a subscriber is added to a Tag within a List.

New Subscriber With Tag

Triggers when a subscriber is added to a segment or tag within an audience.

New Subscriber in Segment or Tag

Triggers when a subscriber is added or updated in an audience.

New or Updated Subscriber

Find a Campaign

Find Customer

Find Tag

Searches for a new subscriber on your MailChimp audience.

Find a Subscriber

Find or Create Campaign

Find or Create Tag

Find or Create Subscriber

Archive Subscriber

Get report details for a specific sent campaign.

Campaign Report

Get report details for a specific link clicks.

Click Report

Create Tag

Creates a custom event for an existing subscriber.

Create Custom Event

Creates a new audience in your MailChimp account.

Create Audience

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

Add/Update Subscriber

Unsubscribe or delete a contact by email address within an audience.

Unsubscribe or Delete Contact action

Removes a subscriber by email address from a tag within an audience.

Remove Subscriber from Tag

Sends a campaign to all subscribers in an audience, segment, or tag.

Send Campaign

Adds a new note to an existing subscriber.

Add Note to Subscriber

Add an email address to a tag within an audience. Note: the email address **must already be subscribed to the audience**, or this will fail.

Add Subscriber to Tag

Create Mailchimp subscribers from NetSuite leads

Managing leads across multiple platforms can slow down your sales process. With this Zap, whenever a new lead is created in NetSuite, it’s automatically added to a campaign in Salesforce, ensuring your marketing and sales efforts are always aligned. This integration saves time, reduces manual data entry, and keeps your leads moving through the sales funnel seamlessly.

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

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Your guide to NetSuite automation

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