NetSuite + Streak

Add new NetSuite records to Streak as contacts in box

Effortlessly manage your contacts with this robust workflow. Whenever a new record is created in NetSuite, it will trigger the addition of a new contact to Streak in real-time. This automation streamlines your data management, ensuring all your contact information is consistently up-to-date across your business applications. No more manual data entry or wasted time, let this workflow do the heavy lifting for you.

Effortlessly manage your contacts with this robust workflow. Whenever a new record is created in NetSuite, it will trigger the addition of a new contact to Streak in real-time. This automation streamlines your data management, ensuring all your contact information is consistently up-to-date across your business applications. No more manual data entry or wasted time, let this workflow do the heavy lifting for you.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    StreakStreak
    Edit Box

    Edit fields, stage, assigned to, name and notes on an existing box.

    ActionWrite
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Supported triggers and actions

    • 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
netsuite logo
netsuite logo

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)
streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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