The Push Note to ERP workflow action lets you automatically create or update a note record in NetSuite as part of a collections workflow. You can use it to log collection activity, record payment discussions, or sync any custom note content directly from Kolleno without manual data entry in NetSuite.
Where to find it
In the workflow builder, open the action node palette and select Push Note to ERP from the integration actions. Click the node to open the configuration panel on the right.
How to configure it
The side panel has three fields:
Note content (required) - The body of the note that will be pushed to NetSuite. Supports template syntax, so you can dynamically insert values like customer name, invoice number, or outstanding balance (e.g.
{{note.context_text}}).Note title (optional) - A short title for the note record in NetSuite. Only used when creating a new note.
Sync mode (required) - Controls whether the node creates a new note or updates an existing one. See the section below for the full breakdown.
Sync mode options
There are three sync modes available:
Create a new note - A new note record is created in NetSuite every time the workflow runs this node.
Update the linked note - Updates the existing note record that triggered the workflow. This option is only available when the workflow uses the Note Follow Up trigger, because that trigger runs in the context of a specific existing note, so Kolleno knows exactly which note to update. It is not available on the Note Created trigger, since that trigger fires the moment a new note is created and there is no separate "linked" note to update.
Update if existing, otherwise create - Attempts to update the linked note if one exists; if not, it creates a new note instead.
Things to note
This action is available for NetSuite integrations only.
The Note title field is used when creating notes. If you are updating an existing note, the title field has no effect.