What You Can Update in NetSuite
Customer Records (when Workflow is set to Customer Level)
Customer information - Name, email, phone, address
Any custom fields you've created for customers
Billing information and payment preferences
Contact details
Common NetSuite Examples
Update a customer’s phone number after verification.
Change billing preferences when a customer switches payment methods.
How It Works
Select NetSuite - Choose NetSuite as your ERP system.
Enter Field Name - Specify which field to update using the field ID (e.g.,
phone,custfield123)Set Field Value - Enter the value you want to set.
Workflow Level - The system automatically knows which record type to update based on your workflow level.
What You’ll Need
Field Name – The exact NetSuite field ID
Field Value – The new value you want
NetSuite Integration – Make sure it’s active
Need Help?
If you’re not sure which field names to use or how to set things up, reach out to your customer success manager.