NetSuite + OpenPhone

Create records in NetSuite for each completed call in OpenPhone

Save important information swiftly right after the end of your OpenPhone calls by using this seamless workflow. As soon as you wrap up a call in OpenPhone, a new record is created in your NetSuite account. This process not only saves you time and effort, but also ensures that all your vital call details are instantly stored and ready for any future reference or analysis. Perfect for those aiming to streamline their communication and record keeping processes.

Save important information swiftly right after the end of your OpenPhone calls by using this seamless workflow. As soon as you wrap up a call in OpenPhone, a new record is created in your NetSuite account. This process not only saves you time and effort, but also ensures that all your vital call details are instantly stored and ready for any future reference or analysis. Perfect for those aiming to streamline their communication and record keeping processes.

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

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    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