NetSuite + OpenPhone

Create new NetSuite records from completed OpenPhone calls

Streamline your communication and record-keeping processes with this workflow. When an outgoing call is completed through OpenPhone, a new record is instantly generated in NetSuite. This way, you keep track of your communication actions easily and efficiently, allowing for a better management system and a seamless connection between your phone calls and business records. This workflow offers a simple solution to maintaining organized and up-to-date records.

Streamline your communication and record-keeping processes with this workflow. When an outgoing call is completed through OpenPhone, a new record is instantly generated in NetSuite. This way, you keep track of your communication actions easily and efficiently, allowing for a better management system and a seamless connection between your phone calls and business records. This workflow offers a simple solution to maintaining organized and up-to-date records.

  1. When this happens...
    OpenPhoneOpenPhone
    Outgoing Call Completed

    Triggers when an outgoing call has ended.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
    • Record TypeRequired

    Trigger
    Polling
    Try It
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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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Related categories

  • CRM (Customer Relationship Management)
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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS