Make quarterly company review actionable in NetSuite
Turn a periodic pipeline review into concrete records for the companies you have decided to pursue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Creates a new customer record in NetSuite. Requires subsidiary ID and either company name (for business customers) or first/last name (for individual customers). Returns the location URL of the created customer record, or an async job URL if using async mode.
Why this helps
Long gaps between research and record creation can make follow-up feel like starting over each time.
- Pair pipeline review with a clear record-creation step.
- Capture companies chosen for follow-up during the review.
- Make it easier to resume longer-term prospecting.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and NetSuite to Notis once.
- 2Create a quarterly automation in the portal or ask Notis to set it up conversationally.
- 3Use one instruction asking Notis to create a NetSuite customer for each Bettercontact-enriched company selected for follow-up in the review.
- 4Choose a quarterly recurring trigger and a report channel.
- 5Test with one real selected company and verify its NetSuite customer record.
Questions about this workflow
Can this run less often than weekly?
Yes. Set a quarterly recurring schedule if that matches your pipeline review.
Will it include every company reviewed?
State how selected companies are identified so the instruction creates records only for the intended set.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bettercontact to Netsuite. A trigger fires from one place; an action lands in another.
Bettercontact triggers
Netsuite actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Async Job Status
Retrieves the current status of an asynchronous NetSuite REST job. Use this tool to check whether an async job has completed and its progress state. When you submit any NetSuite REST API request with the 'Prefer: respond-async' header, NetSuite returns a Location header containing the job ID. Use that job ID with this tool to poll the job's status. The response indicates if the job is completed, its progress state (pending/processing/succeeded/failed), and provides links to retrieve the job results once completed.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Async Job Task
Retrieves the task reference (task ID and URL) for an asynchronous job in NetSuite. Use this action after submitting an async request with 'Prefer: respond-async' header and receiving a job_id in the Location header. The task ID is required to retrieve the job's result using the async get job task result action. Typical workflow: 1) Submit async request → 2) Get job_id → 3) Use this action to get task_id → 4) Poll job status → 5) Retrieve results with task_id.
Async Get Job Task Result
Tool to retrieve the payload result of a completed async task. Use after confirming the async job and task have completed to fetch the operation's output.
Create Customer
Creates a new customer record in NetSuite. Requires subsidiary ID and either company name (for business customers) or first/last name (for individual customers). Returns the location URL of the created customer record, or an async job URL if using async mode.
Create Customer Payment
Creates a customer payment record in NetSuite. Requires account (deposit account), customer reference, and payment amount. Optionally link payment to specific invoices via the 'apply' sublist. Returns the URL of the created payment record.
Create Employee
Creates a new employee record in NetSuite. Required: firstName, lastName, and subsidiary ID. Returns the URL of the created employee in the location field. Supports async creation with 'respond-async' preference.
Create Invoice
Tool to create a new invoice record. Use when you have all required invoice details and want to add them to NetSuite.
Create Item
Creates a new item record in NetSuite via REST API. Supports multiple item types including inventory items, service items, and description items. Returns the URL of the created item. Use this when you need to add new products, services, or descriptive items to the NetSuite catalog.
Connect any two apps with Notis in the middle.
Bettercontact and Netsuite, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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