Use this action to look up a customer record in NetSuite
- Finds a customer to a NetSuite account
- Automatically assign tasks based on the new customer
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.
- Select your team’s integration from the list
- Name of the company or individual you are looking up
- You can use a reference for the configuration
This action will provide a field with the customer information
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