NetSuite + Sansan integrations
Create or update NetSuite records whenever new business cards are added in Sansan
Manage your contacts effectively with this workflow. Whenever you add a new business card in Sansan, it sets off a process that results in updating or creating a Record in NetSuite. This means you'll save time and prevent errors by not having to manually enter these details yourself. It's an efficient way to ensure your content in both apps are consistently up-to-date.
- When this happens...New Business CardTriggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
- automatically do this!Upsert (Create or Update) RecordCreates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
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More things you can do with Sansan and NetSuite
Discover other triggers and actions you can use with Sansan and NetSuite
- Scanned or Registered ByRequired
Try ItTriggerPolling- Record TypeRequired
Try ItTriggerPolling- Record TypeRequired
Try ItTriggerPolling- Folder
- Folder name
- Parent folder
- Description
ActionWrite
- BizCard IDRequired
ActionWrite- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Try ItTriggerPolling- Record TypeRequired
- RecordRequired
- File to attachRequired
ActionWrite- Record TypeRequired
- Internal IDRequired
ActionWrite
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Sansan is a cloud based contact management system. Digitize your business cards with 99.9% accuracy and share the contact information with your colleagues. Save time and increase your business opportunities.
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