Connect B1G1 and NetSuite to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings B1G1 and NetSuite together. Build enterprise-grade automation in minutes.

Our most popular template

Delete NetSuite records and add recurring impacts to cart in B1G1
Premium
Details
Try it
NetSuite + B1G1

Delete NetSuite records and add recurring impacts to cart in B1G1

Details

Try it

NetSuite + B1G1

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate B1G1 with NetSuite - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Engagement Impact Submission" from B1G1.

Add your action

An action happens after the trigger—such as "Attach Existing File to Record" in NetSuite.

You’re connected!

Zapier seamlessly connects B1G1 and NetSuite, 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.

- Engagement
Trigger
Polling
Try It
- Recurring Impact
  Required
- Quantity
  Required
Action
Write
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
Try It
- Record Type
  Required
- Record
  Required
- File to attach
  Required
Action
Write
- Record Type
  Required
- Record
  Required
- File to detach
  Required
Action
Write

- Record Type
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write

- Record Type
  Required
- External ID
  Required
Action
Write
- Case Internal ID
  Required
Action
Search
- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
- Limit Number of Results
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search

- Favourite Project
  Required
- Impact Level
  Required
- Quantity
  Required
Action
Write
- Record Type
  Required
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Query
  Required
- Limit
- Offset
Action
Write
- Source Record Type
  Required
- Source Record ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- Description
- Is_online
- Is_private
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by
  Required
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record Type
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect B1G1 and NetSuite 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate B1G1 on the Zapier blog

Learn how to automate NetSuite on the Zapier blog

Make work flow with AI

Level up your B1G1 to NetSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About B1G1

Embed giving into the heart of your business model and activities through B1G1’s giving platform

Learn moreLearn moreHelpHelp

Related categories

Fundraising

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Connect B1G1 and NetSuite to power AI-driven automation

Launch your first automated workflow

Delete NetSuite records and add recurring impacts to cart in B1G1

Delete NetSuite records and add recurring impacts to cart in B1G1

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect B1G1 and NetSuite to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

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 B1G1 on the Zapier blog

Automate your corporate giving with B1G1

Learn how to automate NetSuite on the Zapier blog

Your guide to NetSuite automation

Make work flow with AI

Connect B1G1 to NetSuite on the world's largest no-code automation platform