NetSuite + vPlan

Create cards on backlog in vPlan for every new record in NetSuite

Simplify your project management with this efficient workflow. When a new record is created in NetSuite, a related card is instantly formed in vPlan. This efficient automation not only speeds up your workflow but aligns your vPlan projects with current NetSuite information, minimizing manual entry and freeing up time for more critical tasks.

Simplify your project management with this efficient workflow. When a new record is created in NetSuite, a related card is instantly formed in vPlan. This efficient automation not only speeds up your workflow but aligns your vPlan projects with current NetSuite information, minimizing manual entry and freeing up time for more critical tasks.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    vPlanvPlan
    Create Card on Board

    Creates a card on the board

    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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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)
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About vPlan

vPlan is a planning tool to plan and track your work.

Related categories

  • Task Management