Transforms a record from one type into another.

Uploads a new file to the File Cabinet.

Finds case notes associated with a given Case ID.

Finds a record based on search field(s) of your choice. Supports Standard and Custom NetSuite record types

Finds and returns Standard/Custom records that match your search.

Use this trigger to fetch dial session call data from your PhoneBurner account. If you are a team admin, it can return call data for both you and your users. Each call is returned as a unique trigger item that can be used in later Zap steps. For larger teams, polling may become slow or time out. When possible, a webhook-based Zap is the more reliable option.

Creates a new contact.

Use this action to get a specific contact when you know the Contact ID

Updates an existing record. Supports standard and custom records.

Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.

Finds a file in file cabinet based on search criteria.

Finds records in a saved search optionally filtered by columns and search terms.

Retrieves details & metadata on a record type/object of your choice a record based on search field(s) of your choice. Supports Standard and Custom NetSuite record types

Triggers when a PB Contact is UPDATED in defined folder

Use this Action to search for Contacts based on email or phone across your account or your entire team account if you are an admin

This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID. In order to use this Action, you must have the PhoneBurner contact ID. This will update the specific contact within your personal account or if you are the PhoneBurner admin it will update the contact if it is in your account or any one of your users accounts