Action - Create or Update a Contact in NetSuite – RevOS Documentation & Support

Action: Create or Update a Contact in NetSuite

Overview

This action creates a new contact or updates an existing one in NetSuite.

Whether a record is created or updated depends on several conditions.

To prevent duplicate contacts, the action implements a three-level duplicate check:

Existing Contact ID

If the Contact ID field is populated with an existing NetSuite contact ID, the action will update that record instead of creating a new one.

External ID Matching

If the Contact ID field is empty but the External ID field is provided and a record with that External ID already exists, the action will also update the existing contact rather than create a duplicate.

Previously Saved Record Reference

After a contact has been successfully created or updated once, the action stores the resulting record ID. On subsequent operations, it will reuse this saved ID to continue updating the same record instead of creating a new one.

Example Use Case

As an example, you can use this action to synchronise a HubSpot contact with a NetSuite contact.

In HubSpot, there is often a custom field that stores the corresponding NetSuite Contact ID.

During synchronisation, you might need to update the First Name and Last Name fields in NetSuite.

Here’s how you can set it up:

In your data table, you have the following columns:

HubSpot Contact ID

NetSuite ID

First Name

Last Name

Add a new Action by clicking the + button (as you would when adding a new column).

Choose Action → Create or Update a Contact in NetSuite.

In the action configuration:

In the Id field, select the column that contains the NetSuite ID.

Click Add field and choose External ID — map it to your HubSpot Contact ID column.

Then add the fields you want to update, such as First Name and Last Name, mapping them to the respective columns.

Once all fields are mapped correctly, click Add Action to save and activate it.

Requirements

To use this action, make sure that your NetSuite integration is properly configured.

The action relies on valid API credentials and access permissions to create or update contact records in your NetSuite account.

Summary

This action provides a reliable way to keep your contact data synchronized between systems like HubSpot and NetSuite while ensuring that no duplicate records are created.

With proper setup, it helps maintain clean and up-to-date contact information across your integrations.