NetSuite + RealScout

Create records in NetSuite when new clients are created in RealScout

Streamline your client management process with this workflow. When a new client is created in RealScout, a corresponding record is instantly created in NetSuite. This automation simplifies data entry, ensuring your client information remains consistent and updated across your sales and accounting platforms. A great solution for real estate professionals wanting to maintain seamless and efficient operations.

When this happens...
New Client Event
Triggers when a property is viewed, saved, or hidden.
TriggerPolling
automatically do this!
Create Record
Creates a new record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

- Email Event TypeRequired
Trigger
Polling
Try It
New Client Created
Triggers when a new homebuyer is added.
Trigger
Polling
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- 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

- Event TypeRequired
Trigger
Polling
Try It
- EmailRequired
- First NameRequired
- Last Name
- Primary Mobile Phone
- Lead Source
- Additional Email
- Financial State
- Cash/Pre-approval Amount
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

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 RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.

Learn more