NetSuite + Pennylane

Create new Pennylane customers from new NetSuite records

Seamlessly streamline your customer management with this NetSuite and Pennylane integration. With each new record in NetSuite, a new customer is instantly created in Pennylane. Simplify your processes, enhance data consistency and maximize productivity in a single workflow.

When this happens...
New Record
Triggers when a new record is created. Supports standard and custom records.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- 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
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- State filter
- Customer identifier filter
Trigger
Polling
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
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
- 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
- State filter
- Customer identifier filter
Trigger
Polling
Try It
- State filter
- Source filter
- Customer identifier filter
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write
- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write
Update Billing Subscription
Updates Billing Subscription.
Action
Write

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)

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

Accounting

Related Zap Templates

Create customer invoices in Pennylane for new records in NetSuite

Create new Pennylane customers from new NetSuite records

Create Pennylane customer invoices from new NetSuite records

NetSuite + Pennylane

Create new Pennylane customers from new NetSuite records

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

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

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 Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

About NetSuite

Related categories

About Pennylane

Related categories

Related Zap Templates

Related Zap Templates