NetSuite + tawk.to

Create or update NetSuite records when new chats start in tawk.to

Start a seamless customer support process with this workflow. Every time a new conversation gets initiated in tawk.to, this automation creates or updates a record in NetSuite. This ensures no customer's needs fall through the cracks, helping maintain a comprehensive record of all interactions and enhancing your customer support efficiency.

Start a seamless customer support process with this workflow. Every time a new conversation gets initiated in tawk.to, this automation creates or updates a record in NetSuite. This ensures no customer's needs fall through the cracks, helping maintain a comprehensive record of all interactions and enhancing your customer support efficiency.

  1. When this happens...
    tawk.totawk.to
    New Chat Started

    Triggers when the first message in a chat is sent by a visitor or agent.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    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.

    ActionWrite
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Supported triggers and actions

    • PropertyRequired

    Trigger
    Instant
    Try It
    • PropertyRequired

    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
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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
Learn more

Related categories

  • CRM (Customer Relationship Management)
tawk-to logo
tawk-to logo

About tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn more

Related categories

  • Customer Support