NetSuite + Podium

Process new NetSuite records by creating events in Podium

Easily optimize your business operations with this efficient workflow between NetSuite and Podium. Whenever a new record surfaces in your saved search within NetSuite, it immediately processes an event in Podium via the Data Feed feature. This seamless flow of information ensures you respond quickly and effectively to business events, making your operations smarter and more proactive.

When this happens...
New Record (Saved Search)
Triggers when a new record enters your saved search results.
TriggerPolling
automatically do this!
Process an Event by the Data Feed
Process a single event by the data feed. *Warning: This is an advanced action and you must work with support@podium.com to configure.
ActionWrite

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Supported triggers and actions

- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
Trigger
Polling
Try It
- Folder
- Folder name
- Parent folder
- Description
Action
Write
- Record TypeRequired
- RecordRequired
- File to detachRequired
Action
Write
- Record TypeRequired
Action
Write

- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write

- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Status
Trigger
Polling
Try It
New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
Try It
New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
Try It
- LocationRequired
- Invoice UidRequired
- NoteRequired
Action
Write
- Data Feed UidRequired
- LocationRequired
- Custom
Action
Write
- LocationRequired
- InvoiceRequired
- Note
- ReasonRequired
- AmountRequired
- Payment Unique IdentiferRequired
Action
Write

- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Polling
Try It
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- Internal IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search byRequired
- Download File
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record TypeRequired
Action
Search
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
Try It
New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
Try It
- Account Uid
- Messenger ChannelRequired
- Customer NameRequired
- Invoice Number
- AmountRequired
- Description
- LocationRequired
- Card Reader
Action
Write
- Data Feed UidRequired
- Number of EventsRequired
Action
Write
- BodyRequired
- Messenger ChannelRequired
- Channel TypeRequired
- Contact Name
- LocationRequired
- Sender Name
- Subject
Action
Write

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Related categories

CRM (Customer Relationship Management)

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Learn more

Related categories

Communication

NetSuite + Podium

Process new NetSuite records by creating events in Podium

Supported triggers and actions

New Record

New Or Updated Record

Create or Update Folder

Detach File from Record

Create Record

Update Record

Upsert (Create or Update) Record

Find Case Notes

Find Record

Find Records (with line-item support)

New Campaign

New Paid Invoice

New Review

Cancel an Invoice

Process an Event by the Data Feed

Refund an Invoice

New Record (Saved Search)

Attach Existing File to Record

Delete Record

Run SuiteQL Query

Transform Record

Upload File to File Cabinet

API Request (Beta)

Find File In File Cabinet

Find Records (Saved Search)

Get Record Type (Object) Schema

New Invoice

New Refunded Invoice

New Review Invite

Create an Invoice

Process a List of Events by the Data Feed

Send Message

About NetSuite

Related categories

About Podium

Related categories