NetSuite: Add customer

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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.

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