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

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.