Call Tools PCC + NetSuite
Create records in NetSuite from new contacts in Call Tools PCC
Simplify your work process with this efficient workflow. When a new contact is added in the Call Tools PCC app, a new record will be created in your NetSuite app. This automation ensures that you never miss documenting a vital contact detail into your records, making your contact management smoother and more precise. Say goodbye to manual data entry and hello to a more organized approach to managing your contacts.
Simplify your work process with this efficient workflow. When a new contact is added in the Call Tools PCC app, a new record will be created in your NetSuite app. This automation ensures that you never miss documenting a vital contact detail into your records, making your contact management smoother and more precise. Say goodbye to manual data entry and hello to a more organized approach to managing your contacts.
- When this happens...New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Try ItNew Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try It