NetSuite + QuickMail

Create new NetSuite records when new checkpoints are reached in QuickMail

This workflow initiates when a new checkpoint is reached within QuickMail, subsequently creating a record in NetSuite. Ideal for businesses that rely on keeping thorough records, this robust automation seamlessly connects QuickMail and NetSuite, ensuring any new progress made in QuickMail is instantly recorded in NetSuite. Free up your time, reduce manual data entry, and ensure all relevant information is tracked in real time.

This workflow initiates when a new checkpoint is reached within QuickMail, subsequently creating a record in NetSuite. Ideal for businesses that rely on keeping thorough records, this robust automation seamlessly connects QuickMail and NetSuite, ensuring any new progress made in QuickMail is instantly recorded in NetSuite. Free up your time, reduce manual data entry, and ensure all relevant information is tracked in real time.

  1. When this happens...
    QuickMailQuickMail
    New Checkpoint Reached

    Triggers when a prospect reached a checkpoint in the journey.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • QuickMail triggers, actions, and search

    New Checkpoint Reached

    Triggers when a prospect reached a checkpoint in the journey.

    Trigger
    Instant
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  • QuickMail triggers, actions, and search

    New Journey Completed

    Triggers when a prospect has no more steps to execute in the journey.

    Trigger
    Instant
    Try It
  • QuickMail triggers, actions, and search

    New Opportunity Status

    Triggers when an opportunity status is updated.

    Trigger
    Instant
    Try It
  • QuickMail triggers, actions, and search

    New Journey Sentiment

    Triggers when a journey sentiment is set (either through labels or manually setting a reply in your TODOs).

    Trigger
    Instant
    Try It
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About NetSuite

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

  • CRM (Customer Relationship Management)
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About QuickMail

Grow your business fast with personalized cold emails at scale.
Learn more

Related categories

  • Drip Emails