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Kajabi + NetSuite

Kajabi + NetSuite

Kajabi + NetSuite integrations

Create NetSuite records from new Kajabi form submissions

When a new form submission is made within Kajabi, this workflow ensures that a corresponding record is instantly created in NetSuite. This streamlined process eliminates the need for manual data entry and ensures that your NetSuite records are always up-to-date as soon as new information is gathered from your Kajabi forms. No more juggling between platforms, just seamless workflow enabling quicker responses and efficient record management.

When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create RecordCreates a new record. Supports standard and custom records.
ActionWrite

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More things you can do with Kajabi and NetSuite

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

- Site
  Required
- Assessment
  Required
Trigger
Instant
Try It
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Tag
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Form
  Required
Action
Write

- Record Type
  Required
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It

- 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
- 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

- Site
  Required
- Form
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
Action
Write
- 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
- 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
- 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

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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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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