ClickDesk + NetSuite

Create new NetSuite records from new ClickDesk chats

Start new tasks in NetSuite instantly when a fresh chat pops up in ClickDesk. With this workflow, you can streamline your process by automatically turning those new interactions into records in NetSuite. Say goodbye to manually inputing chat details, and let the automation do the work for you, saving time and maintaining accuracy.

When this happens...
New Chat
Triggers when new live chat is ended.
TriggerInstant
automatically do this!
Create Record
Creates a new record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

New Call
Triggers when new call is ended.
Trigger
Instant
Try It
New Ticket
Triggers when new ticket is arrived.
Trigger
Instant
Try It
- 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

New Chat
Triggers when new live chat is ended.
Trigger
Instant
Try It
- 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

About ClickDesk

ClickDesk is a combo of Live Chat, Voice and Video Chat and Helpdesk Software For Online Businesses. It is currently helping over 150,000 online businesses to better engage their web visitors.

Related categories

Customer Support

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)

Related Zap Templates

Create new NetSuite records from new ClickDesk chats

Related Zap Templates

Create new NetSuite records from new ClickDesk chats

ClickDesk + NetSuite

Create new NetSuite records from new ClickDesk chats

Supported triggers and actions

New Call

New Ticket

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 Chat

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

About ClickDesk

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates