Integrate NetSuite with Retently

Integrate to trigger NPS/CSAT surveys after key customer interactions such as purchases or support tickets, sync customer profiles and transaction data to enhance customer experience management, and utilize feedback scores to inform financial and CRM strategies.

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About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, and e-commerce capabilities.

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NetSuite to Retently

1

New Record

Triggers when a new record is created. Supports standard and custom records.
2

New Or Updated Record

Triggers when a record is created or updated. Supports standard and custom records.
3

New Record (Saved Search)

Triggers when a new record enters your saved search results.
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Retently to NetSuite

1

Delete Record

Deletes an existing record. Supports standard and custom records.
2

Run SuiteQL Query

Executes a SuiteQL query over the records.
3

Update Record

Updates an existing record. Supports standard and custom records.
4

Create or Update Record

Creates a new record if it does not exist, or updates it if it already exists. Supports standard and custom records.
5

Find Record

Finds a record based on search field(s) of your choice. Supports Standard and Custom NetSuite record types.
6

Get Record Type (Object) Schema

Retrieves details and metadata on a record type/object of your choice.
7

Attach Existing File to Record

Attaches a file from the file cabinet to a record.
8

Detach File from Record

Removes an existing file from the file cabinet from a record.
9

Create Record

Creates a new record. Supports standard and custom records.
10

Upload File to File Cabinet

Uploads a new file to the File Cabinet.
11

Find File In File Cabinet

Finds a file in the file cabinet based on search criteria.
12

Find Records (with line-item support)

Finds and returns a maximum of 25 Standard/Custom records that match your search.

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