EveryAction + NetSuite

Create or update EveryAction contacts with contributions from new NetSuite records

Ensure seamless updates on your contacts in real time with this automation workflow. When a new record is created in NetSuite, the workflow will immediately create or update a contact with a contribution in your EveryAction app. This workflow offers a smooth and effortless way to keep your EveryAction contact list current and accurate by updating data from NetSuite.

When this happens...
New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
TriggerPolling
automatically do this!
Create or Update Contact With a Contribution
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it. It then adds a Contribution to the contact record.
ActionWrite

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Supported triggers and actions

- 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
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- NoteRequired
- Note CategoryRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- EmailRequired
- Email Type
- Subscription Status
- Email Interests
Action
Write
- Min Match Req Copy
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

- 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
- VANID
- External ID Type
- External ID
- Activist CodesRequired
Action
Write
- VANID
- External ID Type
- External ID
- TagRequired
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey QuestionsRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- Contribution Copy
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions FormRequired
Action
Write
- Search KeywordRequired
Action
Search
- Search KeywordRequired
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

Learn more

Related categories

Contact Management

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

Update NetSuite records and create or update EveryAction contacts effortlessly

Update NetSuite records and create or update EveryAction contacts

Create or update EveryAction contacts with contributions from new NetSuite records

EveryAction + NetSuite

Create or update EveryAction contacts with contributions from new NetSuite records

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

Add Canvass Responses

Add Contact History

Add Note to Contact

Create or Update Contact

Create Financial Batch

Subscribe Email

Find Contact

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)

Add Activist Codes

Tag a Contact

Add a Contribution

Add Survey Responses

Create or Update Contact With a Contribution

Submit Data to Online Actions

Find Financial Batch

Find or Create Financial Batch

About EveryAction

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates