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Field Name | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
| AccountID | The account number used to login to the NetSuite platform. You can find the account ID in the NetSuite by going to Setup > Integration> Web Services Preferences. |
User ID | User ID to log in to your NetSuite account. |
Password | Password to log in to your NetSuite account. |
Triggers
A trigger (Source) Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.
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Trigger Name | Description |
|---|---|
New Customer | Triggers when a customer is created. |
| All Customers | Extracts the details of all customers. |
| New Partner | Triggers when a partner is created. |
| All partnersPartners | Extracts all partners. |
| New Purchase Order | Triggers when a purchase order is created. |
| All Purchase Orders | Extracts all purchase orders. |
New Sales Order | Triggers when a sales order is created. |
| All Sales Orders | Extracts all sales orders. |
| New Invoice | Triggers when an invoice is created. |
| All Invoices | Extracts all invoices. |
New Inventory Item | Triggers when an inventory item is created. |
| All Inventory Items | Extracts all inventory items. |
| New Estimate | Triggers when an estimate is created. |
| All Estimates | Extracts all estimates. |
| New Opportunity | Triggers when an opportunity is created. |
| All Opportunities | Extracts all opportunities. |
New Employee | Triggers when an employee is created. |
| All Employee | Extracts all employees. |
| New Task | Triggers when a task is created. |
| All Tasks | Extracts all tasks. |
New Solution | Triggers when a solution is created. |
| All Solutions | Extracts all solutions. |
New Vendor | Triggers when a vendor is created. |
| All Vendors | Extracts all vendors. |
| New Cash Refund | Triggers when a cash refund is created. |
| All Cash Refund | Extracts all cash refunds. |
New Contact | Triggers when a contact is created. |
| All Contacts | Extracts all contacts. |
New Phone Call | Triggers when a phone call is created. |
| All Phone Calls | Extracts all phone calls. |
| All Notes | Extracts all notes. |
| All Messages | Extracts all messages. |
| All Accounts | Extracts all accounts. |
| All Campaigns | Extracts all campaigns. |
New Or Updated Customer | Triggers when a customer is created or an existing customer is modified. |
New Or Updated Partner | Triggers when a partner is created or an existing partner is modified. |
| New Or Updated Purchase Order | Triggers when a purchase order is created or existing purchase order is modified. |
New Or Updated Sales Order | Triggers when a sales order is created or existing sales order is modified. |
| New Or Updated Invoice | Triggers when an invoice is created or an existing invoice is modified. |
New Or Updated Inventory Item | Triggers when an inventory item is created or an existing inventory item is modified |
| New Or Updated Estimate | Triggers when an estimate is created or an existing estimate is modified. |
New Or Updated Opportunity | Triggers when an opportunity is created or an existing opportunity is modified. |
New Or Updated Employee | Triggers when an employee is created or an existing employee is modified. |
| New Or Updated Task | Triggers when a task is created or an existing task is modified. |
New Or Updated Solution | Triggers when a solution is created or an existing solution is modified. |
New Or Updated Vendor | Triggers when a vendor is created or an existing vendor is modified. |
| New Or Updated Cash Refund | Triggers when a cash refund is created or an existing cash refund is modified. |
New Or Updated Contact | Triggers when a contact is created or an existing contact is modified. |
New Or Updated Phone Call | Triggers when a phone call is created or an existing phone call is modified. |
| New Custom Record | Triggers when a custom record is created. |
| All Custom Records | Extracts all custom records. |
| New Or Updated Custom Record | Triggers when a custom record is created or an existing custom record is modified. |
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