ActiveTrail + NetSuite

Add new NetSuite records to a group in ActiveTrail as contacts

Streamline your contact management by connecting your NetSuite and ActiveTrail apps using this workflow. When a new record is created in NetSuite, it instantly adds the corresponding contact to a group in ActiveTrail. This process not only saves your time but also ensures seamless data transfer between your customer relationship and email marketing tools, facilitating effective communication and better customer engagement.

When this happens...
New RecordTriggers when a new record is created. Supports standard and custom records.
TriggerPolling
automatically do this!
Add Contact to GroupAdd a new or an existing contact to a specific group (The new contact will be created if not already exists).
ActionWrite

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More things you can do with NetSuite and ActiveTrail

Discover other triggers and actions you can use with NetSuite and ActiveTrail

- Record Type
  Required
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It
- Saved CSV Import
  Required
- CSV file
  Required
- Job name
- Wait behavior
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Query
  Required
- Limit
- Offset
Action
Write

- Source Record Type
  Required
- Source Record ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- Description
- Is_online
- Is_private
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Case Internal ID
  Required
Action
Search
- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
- Limit Number of Results
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
Contact Added to Group
Triggers when a contact is added to a group (any group).
Trigger
Instant
Try It
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Trigger
Instant
Try It
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Trigger
Instant
Try It
- Group ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
- Group Name
  Required
- Contact Email
  Required
Action
Write
- External ID
  Required
- External Name
  Required
Action
Write
- Customer ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
Send SMS (External ID)
Send SMS messages in account with External ID
Action
Write
- External ID
  Required
- External Name
  Required
Action
Write
- Search Group Name
  Required
Action
Search

- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
Try It
- Record Type
  Required
- Record
  Required
- File to attach
  Required
Action
Write
- Folder
- Folder name
- Parent folder
- Description
Action
Write
- Record Type
  Required
- Record
  Required
- File to detach
  Required
Action
Write
- Record Type
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Record Type
  Required
- External ID
  Required
Action
Write
- Task ID
  Required
- Submitted at
- Staged File ID
Action
Search
- Search by
  Required
- Download File
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
- Search Operators (Corresponding to Columns)
Action
Search
- Record Type
  Required
Action
Search
Contact Added via Landing Page
Triggers when a contact is added via a landing page.
Trigger
Instant
Try It
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Trigger
Instant
Try It
Contact Updated
Triggers when a contact record in ActiveTrail is updated via the API (status or details).
Trigger
Instant
Try It
- Group Name
  Required
Action
Write
- Status
Action
Write
- Group ID
  Required
- External ID
  Required
- SMS
- City
- External Name
  Required
- Email
  Required
Action
Write
- Group ID
  Required
- External ID
  Required
- External Name
  Required
Action
Write
- Message Name
  Required
- From Name
  Required
- Message
  Required
- Mobile Number
  Required
- Can Unsubscribe?
- Unsubscribe Text
- Send Now?
- Scheduled Date
Action
Write
- Search Term
  Required
Action
Search

About ActiveTrail

ActiveTrail is a marketing automation platform designed to help you maintain active relationships with customers, prospects, and user communities.

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About NetSuite

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

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CRM (Customer Relationship Management)

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