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Set up your first integration
Quickly connect NetSuite to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate NetSuite with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from NetSuite.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects NetSuite and Smartsheet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Record TypeRequired
Try ItTriggerPolling- Record TypeRequired
Try ItTriggerPolling- Record TypeRequired
- Internal IDRequired
ActionWrite- QueryRequired
- Limit
- Offset
ActionWrite
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Try ItTriggerPolling- Record TypeRequired
- RecordRequired
- File to attachRequired
ActionWrite- Record TypeRequired
- RecordRequired
- File to detachRequired
ActionWrite- Record TypeRequired
ActionWrite
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Connect NetSuite and Smartsheet to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate NetSuite on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about NetSuite + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with NetSuite and Smartsheet
Can NetSuite be integrated with Smartsheet for automated workflows?
Yes, you can integrate NetSuite with Smartsheet to create automated workflows using triggers and actions. For instance, a trigger can occur when a new record is created in NetSuite, prompting an action to update or create a corresponding row in Smartsheet.
What triggers are available when integrating NetSuite with Smartsheet?
When integrating NetSuite with Smartsheet, common triggers include actions such as creating a new contact, sales order, or invoice in NetSuite. These triggers can initiate actions like updating an existing row or creating a new row in Smartsheet.
What kind of actions can be performed in Smartsheet from NetSuite data?
You can perform various actions in Smartsheet using data from NetSuite integration. For example, you might add a new row, update cell values based on changes made in NetSuite records, or even attach files from NetSuite to rows within Smartsheet.
Is it possible to filter data from NetSuite before sending it to Smartsheet?
Yes, you have the option to set up filters within your workflow so only specific data from NetSuite is sent over to Smartsheet. This ensures that only relevant information is transferred based on predefined criteria such as certain statuses or record types.
How often do syncs happen between NetSuite and Smartsheet when integrated?
The frequency of syncs between NetSuite and Smartsheet depends on how the integration is set up. Typically, workflows can be designed to execute at regular intervals or immediately when certain triggers occur in your system.
Does the integration support two-way updates between Smartsheet and NetSuite?
Currently, our standard integration setup allows for updates from NetSuite to reflect in Smartsheet based on specific triggers. However, setting up two-way synchronization might require additional customization depending on your operational needs.
Can custom fields be included in the integration process between these two platforms?
Yes, custom fields from your NetSuite records can be mapped into corresponding cells within your Smartsheet configuration. This flexibility supports tailored data management strategies across both platforms.
