NetSuite: Add customer

Use this action to create a new customer record in NetSuite

Use case

• Add a new customer to a NetSuite account
• Automatically assign tasks based on the new customer

How to configure this action

This action requires a preconfigured NetSuite integration. For more information on integrating PagerDuty Workflow Automation with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

• Integration

  • Select your team’s integration from the list

• Company Name

  • Name of the company that is being added as a customer or name of the company an individual customer belongs to

• Status

  • Current state of the customer such as open, closed, etc.

• Customer Type

  • Type Individual’ or ‘Company’ based on the customer

• First Name

  • Customer contact’s first name

• Last Name

  • Customer contact’s last name

• Access Role

  • Role of the customer in NetSuite

• Job Title

  • Position title of the customer (applies if the customer is an individual)

• Account Number

  • Assigned account number for this customer

• Customer URL

  • Sets the URL associated with the customer
  • It is recommended to type one word, all lowercase, for the URL

• Credit Limit

  • Maximum currency amount the customer is allowed to accrue

• Customer Email

  • Customer contact’s email address

• Customer Fax

  • Customer contact’s fax number

• Customer Phone Number

  • Customer contact’s phone number

• Custom field 1 (2, 3, 4, 5) ID

  • View the field in NetSuite Setup to find the ID

• Custom field 1 (2, 3, 4, 5) Value

  • Create a value to store the field

What will this output?

Output fields for this action

• customerID

  • The unique ID for the added customer.

• customerCreated

  • A true or false value for whether the customer was successfully added.