NetSuite + Quo

Update NetSuite records every time Quo calls are completed

Maintain accurate customer records in real-time with this workflow. When a call is completed in Quo, pertinent details are transferred directly to your NetSuite records, streamlining your system and enhancing your customer communication. This workflow simplifies the process and ensures precise data management, freeing you to focus on more critical tasks.

Maintain accurate customer records in real-time with this workflow. When a call is completed in Quo, pertinent details are transferred directly to your NetSuite records, streamlining your system and enhancing your customer communication. This workflow simplifies the process and ensures precise data management, freeing you to focus on more critical tasks.

  1. When this happens...
    QuoQuo
    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
    Update Record

    Updates an existing 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
Learn more

Related categories

  • CRM (Customer Relationship Management)
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About Quo

Quo is a phone system that helps businesses build personal customer relationships at scale. Calls, texts, & contacts are in one place to never miss a customer.
Learn more

Related categories

  • Phone & SMS