EveryAction + NetSuite

Update NetSuite records and create or update EveryAction contacts effortlessly

Manage your contact updates effortlessly with this intelligent workflow. When a record is updated in NetSuite, it prompts changes in the EveryAction platform to create or refine a contact's details. This process not only ensures accurate information tracking but also eliminates manual data transfers, delivering an optimized and efficient contact management solution.

Manage your contact updates effortlessly with this intelligent workflow. When a record is updated in NetSuite, it prompts changes in the EveryAction platform to create or refine a contact's details. This process not only ensures accurate information tracking but also eliminates manual data transfers, delivering an optimized and efficient contact management solution.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

    Triggers when a record is created or updated. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    EveryActionEveryAction
    Create or Update Contact

    Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.

    ActionWrite
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Supported triggers and actions

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to detachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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everyaction logo

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.
Learn more

Related categories

  • Contact Management
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netsuite logo

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)