NetSuite + Skool

Update NetSuite records when new membership questions are answered in Skool

Streamline your membership management process with this efficient workflow. Whenever a membership question is answered in the Skool app, corresponding information is instantly updated in NetSuite. This automation improves accuracy, minimizes manual data entry, and allows you to focus on engaging with your members rather than scrambling to update records.

When this happens...
Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
TriggerPolling
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
Trigger
Polling
Try It
- Email AddressRequired
Action
Write
- 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

New Paid Member
Triggers when a new member successfully completes payment and joins the group.
Trigger
Polling
Try It
- Email AddressRequired
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
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

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 Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

NetSuite + Skool

Update NetSuite records when new membership questions are answered in Skool

Supported triggers and actions

Answered Membership Questions

Invite Member

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 Paid Member

Unlock Course for Member

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

About NetSuite

Related categories

About Skool

Related categories

Related Zap Templates

Related Zap Templates