NetSuite: Add customer

🕙  1 minute read

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 Catalytic 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.

Sorry about that. What was the most unhelpful part?

Thanks for your feedback

We update the Help Center daily, so expect changes soon.

Link Copied

Paste this URL anywhere to link straight to the section.

Need more help?

If you're signed in to Catalytic Community, you can ask other users a question. You'll be redirected to Community where you can add more info.