CallRail + NetSuite

CallRail + NetSuite integrations

Create NetSuite records from completed CallRail phone calls

Finalize your call tracking with ease and efficiency. When a phone call is completed within CallRail, this workflow will promptly create a record in NetSuite. Ideal for businesses wanting to streamline and expedite their call documentation process, this automation ensures every call is instantly accounted for without fail, improving your record-keeping and business insights.

When this happens...
Phone Call CompletedTriggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
TriggerInstant
automatically do this!
Create RecordCreates a new record. Supports standard and custom records.
ActionWrite

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More things you can do with CallRail and NetSuite

Discover other triggers and actions you can use with CallRail and NetSuite

- Account
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- Companies
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- Account
  Required
- Company
  Required
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Instant
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- Accounts
  Required
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Instant
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- Account
  Required
- Companies
  Required
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Instant
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- Account
  Required
- Companies
  Required
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- Account
  Required
- Companies
  Required
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Instant
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- Accounts
  Required
Trigger
Instant
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- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
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- Record Type
  Required
- Record
  Required
- File to attach
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Query
  Required
- Limit
- Offset
Action
Write
- Source Record Type
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- Source Record ID
  Required
Action
Write
- Folder
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- File
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- Name
  Required
- File_type
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- Description
- Is_online
- Is_private
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search by
  Required
- Download File
Action
Search
- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record Type
  Required
Action
Search

- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Account
  Required
- Companies
  Required
Trigger
Instant
Try It
- Record Type
  Required
Trigger
Polling
Try It
- Record Type
  Required
Trigger
Polling
Try It
- Folder
- Folder name
- Parent folder
- Description
Action
Write
- Record Type
  Required
- Record
  Required
- File to detach
  Required
Action
Write
- Record Type
  Required
Action
Write
- Record Type
  Required
- Internal ID
  Required
Action
Write
- Record Type
  Required
- External ID
  Required
Action
Write
- Case Internal ID
  Required
Action
Search
- Record Type
  Required
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record Type
  Required
- Limit Number of Results
- Primary Field to Search By
  Required
- And/Or Operator
- Secondary Field to Search By
Action
Search

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

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Related categories

Call Tracking

About NetSuite

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

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Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Update records in NetSuite when new sms are received in CallRail

Create new NetSuite records for completed CallRail phone calls