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How Zapier works
Zapier makes it easy to integrate Lead Forensics with NetSuite - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Lead Forensics.
Add your action
An action happens after the trigger—such as "Attach Existing File to Record" in NetSuite.
You’re connected!
Zapier seamlessly connects Lead Forensics and NetSuite, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Contact
Triggers when a new Contact is added to the Lead Forensics portal.
Try ItTriggerPolling - Trigger Report IDRequired
Try ItTriggerPolling- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Try ItTriggerPolling- Record TypeRequired
- RecordRequired
- File to attachRequired
ActionWrite
- New Visit
Triggers when a new Visit completes.
Try ItTriggerPolling - Record TypeRequired
Try ItTriggerPolling- Record TypeRequired
Try ItTriggerPolling- Record TypeRequired
- Internal IDRequired
ActionWrite
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