CallRail + NetSuite

CallRail + NetSuite integrations

Start phone calls in CallRail and update records in NetSuite

Start your call tracking process seamlessly with this streamlined workflow between CallRail and NetSuite. Once set up, this automation springs into action every time a new call starts in CallRail, instantly updating a record in NetSuite. This saves you the time and tedium of manual updates, ensuring your records are always up-to-date and accurate so you can focus more on important tasks.

When this happens...
Phone Call StartedTriggers when an inbound phone call is started.
TriggerInstant
automatically do this!
Update RecordUpdates an existing 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
  Required
- Companies
  Required
Trigger
Instant
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- Account
  Required
- Company
  Required
Trigger
Instant
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- Accounts
  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
- Accounts
  Required
Trigger
Instant
Try It

- Standard or Custom Record Type?
  Required
- Select a Saved Search
  Required
Trigger
Polling
Try It
- 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
  Required
- Source Record ID
  Required
Action
Write
- Folder
  Required
- File
  Required
- Name
  Required
- File_type
  Required
- 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 phone calls start in CallRail

Update records in NetSuite when new sms are received in CallRail