NetSuite + OpenPhone
Manage new OpenPhone calls by creating or updating records in NetSuite
Easily stay on top of your business communications with this seamless workflow. Whenever a call completes in OpenPhone, this automation will immediately create or update a record in NetSuite. This means no more manual updating or remembering to log calls - everything is conveniently organized for you in one place. Efficient and effective, it enables streamlined communication tracking while ensuring your NetSuite records remain up-to-date.
Easily stay on top of your business communications with this seamless workflow. Whenever a call completes in OpenPhone, this automation will immediately create or update a record in NetSuite. This means no more manual updating or remembering to log calls - everything is conveniently organized for you in one place. Efficient and effective, it enables streamlined communication tracking while ensuring your NetSuite records remain up-to-date.
- When this happens...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.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
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