Integrate NetSuite with pipelinedeals using AI Agents

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About NetSuite

NetSuite Inc. is a cloud-based enterprise software company that provides products and services tailored for small and medium-sized businesses (SMBs) including accounting and financial management, customer relationship management, inventory management , human capital management, payroll, procurement, project management and e-commerce software.

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations
Connect NetSuite + pipelinedeals in easier way

It's easy to connect NetSuite + pipelinedeals without coding knowledge. Start creating your own business flow.

  • Triggers
  • Cancelled Event

    Triggers when a event is Cancelled.

  • New Event

    Triggers when a new event is created.

  • New Expense Report

    Triggers when a new Expense Report is created.

  • New Invoice

    Triggers when a new invoice is created.

  • Updated Event

    Triggers when a event is updated.

  • Updated Lead

    Triggers when a new lead is updated.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • Actions
  • Create Contact

    Creates a Contact.

  • Create Custom Record

    Add a Custom Record.

  • Create Customer Message

    Add a Message for a Customer.

  • Create Event

    Create an Event.

  • Create Expense Report

    Create a expense report

  • Create Invoice

    Creates an Invoice.

  • Create Lead

    Creates a Lead.

  • Update Contact

    Updates a Contact.

  • Update Event

    Updates an Event.

  • Update Lead

    Updates a Lead.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How NetSuite & pipelinedeals Integrations Work

  1. Step 1: Choose NetSuite as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick pipelinedeals as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from NetSuite to pipelinedeals.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:01 am
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