EveryAction + NetSuite

Create or update EveryAction contacts with contributions from new NetSuite records

Every time a new record appears in NetSuite, streamline your work by creating or updating contact and contribution details in EveryAction. This efficient workflow helps manage data, reducing manual entries and ensuring accuracy. It seamlessly aligns your NetSuite and EveryAction information, saving time while ensuring no critical data falls through the cracks.

Every time a new record appears in NetSuite, streamline your work by creating or updating contact and contribution details in EveryAction. This efficient workflow helps manage data, reducing manual entries and ensuring accuracy. It seamlessly aligns your NetSuite and EveryAction information, saving time while ensuring no critical data falls through the cracks.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

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

    TriggerPolling
  2. automatically do this!
    EveryActionEveryAction
    Create or Update Contact

    Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.

    ActionWrite
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Supported triggers and actions

    • 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
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everyaction logo

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.
Learn more

Related categories

  • Contact Management
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)