AgentLocator + NetSuite

Update records in NetSuite whenever new leads are registered in AgentLocator

Streamline your client management workflow with this integration between AgentLocator and NetSuite. Whenever a new lead is detected in AgentLocator, this automation will promptly update a corresponding record in NetSuite. Save time and enhance efficiency, letting this workflow handle the tedious task while you focus more on converting those leads.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

New Lead
Triggers when a new lead is created.
Trigger
Instant
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- First NameRequired
- Last Name
- EmailRequired
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
Action
Write
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
- Internal IDRequired
Action
Write

- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write

- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search byRequired
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record TypeRequired
Action
Search

Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It
- LeadId
- First NameRequired
- Last Name
- EmailRequired
- Phone
- ExternalId
- Description
- Tags
Action
Write
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Polling
Try It
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to detachRequired
Action
Write
- Record TypeRequired
Action
Write
- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write
- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search