NetSuite + OpenPhone

Update records in NetSuite and create or update contacts in OpenPhone

Stay on top of your contact management with this effective automation. When a record in NetSuite goes through an update, this workflow triggers a corresponding update or creation of a contact in OpenPhone. This ensures your communication system remains current with your database, eliminating the need for manual intervention and boosting your operational efficiency.

Stay on top of your contact management with this effective automation. When a record in NetSuite goes through an update, this workflow triggers a corresponding update or creation of a contact in OpenPhone. This ensures your communication system remains current with your database, eliminating the need for manual intervention and boosting your operational efficiency.

  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!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact or updates an existing contact.

    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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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)
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openphone logo

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