Close + NetSuite

Create new NetSuite records from published custom activities in Close

Enhance productivity by bridging your Close and NetSuite apps. When you launch a Published Custom Activity in Close, this workflow swiftly sets up a new Record in your NetSuite application. It's an efficient solution for real-time sharing of important details between your sales and accounting teams. Improve team collaboration and ensure everyone's on the same page without missing a beat.

Enhance productivity by bridging your Close and NetSuite apps. When you launch a Published Custom Activity in Close, this workflow swiftly sets up a new Record in your NetSuite application. It's an efficient solution for real-time sharing of important details between your sales and accounting teams. Improve team collaboration and ensure everyone's on the same page without missing a beat.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    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

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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netsuite logo

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)