NetSuite + Quotient

NetSuite + Quotient integrations

Delete NetSuite records when new Quotient quotes are sent

Maintain smooth operations with this workflow, designed to register sent quotes from Quotient into NetSuite. It activates when a quote is sent via Quotient, instantly updating your records in NetSuite. This process helps save time, reduces manual errors and ensures your records stay current with every crucial sales activity in Quotient. It's a practical solution for efficiency and reliable record-keeping.

When this happens...
Quote SentTriggers when a New Quote is first Sent.
TriggerInstant
automatically do this!
Delete RecordDeletes an existing record. Supports standard and custom records.
ActionWrite

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More things you can do with Quotient and NetSuite

Discover other triggers and actions you can use with Quotient and NetSuite

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- Record Type
  Required
Trigger
Polling
Try It

- Record Type
  Required
Trigger
Polling
Try It
- Folder
- Folder name
- Parent folder
- Description
Action
Write

- Record Type
  Required
- Record
  Required
- File to detach
  Required
Action
Write
- Record Type
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Record Type
  Required
- External ID
  Required
Action
Write
- Case Internal ID
  Required
Action
Search
- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
- Limit Number of Results
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search

Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
Try It
Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
Try It
- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
Try It
- Record Type
  Required
- Record
  Required
- File to attach
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Query
  Required
- Limit
- Offset
Action
Write
- Source Record Type
  Required
- Source Record ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- Description
- Is_online
- Is_private
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by
  Required
- Download File
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
- Search Operators (Corresponding to Columns)
Action
Search
- Record Type
  Required
Action
Search

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 Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

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Related categories

Proposal & Invoice Management

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