NetSuite + Sansan
Create or update NetSuite records whenever new business cards are added in Sansan
Manage your contacts effectively with this workflow. Whenever you add a new business card in Sansan, it sets off a process that results in updating or creating a Record in NetSuite. This means you'll save time and prevent errors by not having to manually enter these details yourself. It's an efficient way to ensure your content in both apps are consistently up-to-date.
Manage your contacts effectively with this workflow. Whenever you add a new business card in Sansan, it sets off a process that results in updating or creating a Record in NetSuite. This means you'll save time and prevent errors by not having to manually enter these details yourself. It's an efficient way to ensure your content in both apps are consistently up-to-date.
- When this happens...New Business Card
Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
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Scanned or Registered ByRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Internal IDRequired
BizCard IDRequired
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to detachRequired