Copper + NetSuite

Update NetSuite records when opportunity status changes in Copper

Streamline your workflow with this user-friendly automation. When an Opportunity Status is updated in Copper, this workflow will be activated to create or update a record in NetSuite. This seamless integration helps to ensure data accuracy across platforms and reduces time spent transcribing updates manually.

Streamline your workflow with this user-friendly automation. When an Opportunity Status is updated in Copper, this workflow will be activated to create or update a record in NetSuite. This seamless integration helps to ensure data accuracy across platforms and reduces time spent transcribing updates manually.

  1. When this happens...
    CopperCopper
    Updated Opportunity Status

    Triggers when an Opportunity's status is changed.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Upsert (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

  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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netsuite logo
netsuite logo

About NetSuite

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

Related categories

  • CRM (Customer Relationship Management)