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Advanced workflows
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Customize your NetSuite integration with the following triggers and actions.
What’s a recipe?
Triggers
When this happens…
NetSuite
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Deleted standard recordDeleted standard record in NetSuite
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New classification recordNew classification record in NetSuite
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New classification records BatchNew classification records in NetSuite
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New classification records in a saved searchNew classification saved search result for record in NetSuite
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New custom recordNew custom record in NetSuite
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New custom records BatchNew custom records in NetSuite
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New custom records in a saved searchNew search result for object in NetSuite
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New standard recordNew standard record in NetSuite
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New standard records BatchNew standard records in NetSuite
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New standard records in a saved searchNew search result for record in NetSuite
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New/updated custom recordNew or updated custom record in NetSuite
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New/updated custom records BatchNew or updated custom records in NetSuite
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New/updated custom records in a saved searchNew or updated search result for object in NetSuite
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New/updated standard recordNew or updated standard record in NetSuite
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New/updated standard records BatchNew or updated standard records in NetSuite
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New/updated standard records in a saved searchNew or updated search result for record in NetSuite
- Show all 16
Actions
Do this…
NetSuite
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Custom actionCustom action in NetSuite (Custom)
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Create custom records in bulk BulkCreate records in bulk in Netsuite
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Create custom recordCreate custom record in NetSuite
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Create standard recordCreate standard record in NetSuite
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Create standard records in bulk BulkCreate records in bulk in Netsuite
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Attach contact to recordAttach contact to record in NetSuite
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Attach file to recordAttach file to record in NetSuite
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Delete custom recordDelete custom record by ID in NetSuite
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Delete standard recordDelete standard record by ID in NetSuite
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Execute saved search for recordExecute saved search for record in NetSuite
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Get all standard recordsGet all standard records in NetSuite
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Get case commentsGet case comments in NetSuite
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Get file by IDGet file by ID in NetSuite
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Get posting transaction summaryGet posting transaction summary in NetSuite
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Search custom recordsSearch custom record in NetSuite
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Search standard recordsSearch standard records in NetSuite
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Update custom records in bulk BulkUpdate records in bulk in Netsuite
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Update custom recordUpdate custom record in NetSuite
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Update standard recordUpdate standard record in NetSuite
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Update standard records in bulk BulkUpdate records in bulk in Netsuite
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Upsert custom records in bulk BulkUpsert records in bulk in Netsuite
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Upsert standard records in bulk BulkUpsert records in bulk in Netsuite
- Show all 22
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