NetSuite: Lookup customer by name

🕙  1 minute read

Use this action to look up a customer record in NetSuite

Use case

  • Finds a 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
  • Customer Name

    • Name of the company or individual you are looking up
    • You can use a reference for the configuration

What will this output?

This action will provide a field with the customer information

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