iClosed + NetSuite

Update NetSuite records when lead status changes in iClosed

Manage your leads more effectively with this efficient workflow. Whenever the status of a lead changes in the iClosed app, this automation updates the corresponding record in the NetSuite app seamlessly. Save time and reduce errors as this process eliminates the need for manual data entry and ensures your information is always up to date. This workflow is perfect for businesses aiming to streamline their lead management processes.

When this happens...
Contact Updated
Triggers when a contact is updated.
TriggerInstant
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Custom Field IDRequired
Trigger
Instant
Try It
Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It

Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
Try It
- Contact ID
- Custom Field ID
Action
Write

- Event Call IDRequired
- Cancel Reason
Action
Write
- Contact IDRequired
- NotesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
- 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

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
Try It
- Call OutcomeRequired
- Trigger When Outcome is:
Trigger
Instant
Try It
- Final StatusRequired
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
Try It
- TriggerRequired
Trigger
Instant
Try It
- OutcomeRequired
Trigger
Instant
Try It
- Event Call IDRequired
- OutcomeRequired
- Notes
Action
Write
- Contact IDRequired
- User IDRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Event Name
Action
Write
- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact IDRequired
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
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

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn more

Related categories

Scheduling & Booking

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)

iClosed + NetSuite

Update NetSuite records when lead status changes in iClosed

Contact Custom Field Updated

Call Cancelled

Call Rescheduled

Note Added

Call Booked

Transaction Synced

Update Contact Custom Field

Cancel Call

Create Note

Update Contact

Search Contact

Search Transaction

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

Setter Owner Assigned

Call Outcome

Contact by Status

Contact Updated

Appointment Setting Outcome

Add Call Outcome

Assign Setter Owner

Create Contact

Create Transaction

Search Custom Fields

Search Call

Search Users

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)

About iClosed

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates