Microsoft Outlook + NetSuite

Send email via Microsoft Outlook for new records from a saved search in NetSuite

Stay promptly informed with this seamless workflow between NetSuite and Microsoft Outlook. Whenever new records are added to your Saved Search in NetSuite, it initiates an email via Microsoft Outlook, keeping you updated in real time. This automation ensures that you never miss important information and boosts productivity by eliminating the need to manually monitor updates in NetSuite.

Stay promptly informed with this seamless workflow between NetSuite and Microsoft Outlook. Whenever new records are added to your Saved Search in NetSuite, it initiates an email via Microsoft Outlook, keeping you updated in real time. This automation ensures that you never miss important information and boosts productivity by eliminating the need to manually monitor updates in NetSuite.

  1. When this happens...
    NetSuiteNetSuite
    New Record (Saved Search)

    Triggers when a new record enters your saved search results.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    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
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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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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)