NetSuite + OpenPhone

Create new records in NetSuite when calls are completed in OpenPhone

When a call is completed on OpenPhone, this workflow swiftly creates a record in NetSuite. It streamlines data entry, ensuring you can efficiently track and manage all phone interactions for better client communication and service. This saves valuable time, preventing you from manually entering call details every time.

When a call is completed on OpenPhone, this workflow swiftly creates a record in NetSuite. It streamlines data entry, ensuring you can efficiently track and manage all phone interactions for better client communication and service. This saves valuable time, preventing you from manually entering call details every time.

  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