Overview
Once you know what types of records you can update, here’s how to actually perform the update using the workflow action.
For a broader explanation of how this feature fits into your ERP processes, see our Overview of Types of Record you can update in NetSuite Workflows.
How It Works
Select NetSuite – Choose NetSuite as your ERP system
Enter Field Name – Use the exact field ID from your NetSuite system (e.g.,
phone,custfield123)Set Field Value – Enter the value you want to set (can include workflow variables)
Workflow Level – The system automatically knows which record type to update based on your workflow level
Common Examples
Update customer communication status after sending emails
Set payment status on invoices when payment plans are created
Mark credit memos as approved when processed
Update customer payment preferences when payment methods change
What You’ll Need
Field Name – The exact field ID from your NetSuite system
Field Value – The value you want to set
NetSuite Integration – Make sure your integration is active
Need Help?
If you need help finding field names or setting up your NetSuite integration, contact your customer success manager.