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Kajabi + NetSuite

Kajabi + NetSuite

Kajabi + NetSuite integrations

Create or update NetSuite records with each new form submission in Kajabi

Connecting Kajabi with NetSuite helps you manage your data more efficiently. Each time a new form submission is received in Kajabi, this workflow updates or creates a corresponding record in NetSuite. This process boosts your productivity by ensuring that your customer data remains up-to-date, freeing you from repetitive data-entry tasks.

When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstant
automatically do this!
Upsert (Create or Update) RecordCreates 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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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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CRM (Customer Relationship Management)

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