FunnelCockpit + NetSuite

Update NetSuite records each time new crm contacts are created in FunnelCockpit

Streamline your contact management by utilizing this workflow. When a new contact is added in FunnelCockpit, it will seamlessly update the corresponding record in NetSuite, ensuring the data between your CRM and accounting software are consistently aligned. Save time and minimize the risk of errors with this convenient automation.

When this happens...
New CRM Contact
Triggers when a new CRM contact is created.
TriggerPolling
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

- CRMRequired
Trigger
Polling
Try It
- FormRequired
Trigger
Instant
Try It
- WebinarRequired
Trigger
Polling
Try It
- EmailRequired
- First Name
- Last Name
- Email TagRequired
- Company
- Phone
- Zip code
- City
- Country
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- Date Count
- Max. 1 Date for next full hour
Action
Search

- 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
- 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

- Email Tag
Trigger
Polling
Try It
- SurveyRequired
Trigger
Polling
Try It
- CRMRequired
- EmailRequired
- Phone number
- First name
- Last name
- Company
- Zip code
- City
- UTM campaign
- UTM medium
- UTM source
- UTM term
- UTM content
- Digistore24 Affiliate ID
Action
Write
- WebinarRequired
- EmailRequired
- Start dateRequired
Action
Write
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
Trigger
Polling
Try It
- 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
- Api Docs Info
- 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 FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.

Learn more

Related categories

Contact Management

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)

FunnelCockpit + NetSuite

Update NetSuite records each time new crm contacts are created in FunnelCockpit

Supported triggers and actions

New CRM Contact

New Form Submission

New Webinar Viewer

Create or Update Email Contact

Get Webinar Dates

New Record (Saved Search)

Attach Existing File to Record

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 Email Contact

New Survey Result

Create or Update CRM Contact

Create Webinar Viewer

New Record

New Or Updated 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 FunnelCockpit

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates