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Advanced workflows
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Customize your NetSuite and WebMerge 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 recordNew classification record (batch) 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 recordsNew custom record (batch) 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 recordsNew standard record (batch) 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 recordsNew or updated custom record (batch) 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 recordsNew or updated standard record (batch) 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 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 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 recordDelete 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 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 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 bulkUpdate records in bulk in Netsuite
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Upsert custom records in bulkUpsert records in bulk in Netsuite
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Upsert standard records in bulkUpsert records in bulk in Netsuite
- Show all 19
WebMerge
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Merge documentMerge document in WebMerge
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Merge routeMerge route in WebMerge
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