Copper + NetSuite
Integration + Automation

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Copper
+
NetSuite

Copper and NetSuite Solutions

Uses

Marketing, Sales, HR, Finance and Accounting

Business professionals that want to integrate Copper with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Receive hands-on Copper support for ensured success

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation
Copper

Copper

Connection Type

Service connector Tray Connector

Triggers

Webhook (advanced)

Webhook (advanced)

Operations

Activity exists?

Are leads enabled?

Company exists?

Create activity

Create company

NetSuite

NetSuite

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add record

Batch add records

Batch delete records

Batch get records

Batch update records

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Popular Use Cases

Copper logo
Slack logo

When Copper Opportunities Are Created or Change Stage, Notify via Slack

Mailchimp logo
Copper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logo
Copper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logo
Asana logo

Create Asana Projects from new Copper Opportunities

The Tray platform has connector to integrate Ring Central with your stack
Copper logo

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logo
Copper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logo
Copper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logo
Copper logo

Duplicate Copper Opportunities on Form Submission

QuickBooks logo
NetSuite logo

Sync NetSuite order data with QuickBooks Online records

NetSuite logo
Shopify logo

Create a NetSuite order for new purchase in Shopify

NetSuite logo
MicrosoftPowerBI logo

Analyze NetSuite order data in Microsoft Power BI

NetSuite logo
Slack logo

When a NetSuite invoice is paid send a Slack notification

NetSuite logo
Salesforce logo

Closed Won deal in Salesforce triggers NetSuite Sales Order (Q2C)

Salesforce logo
NetSuite logo

Salesforce Opportunity triggers NetSuite Sales Order (Q2C)

Zendesk logo
NetSuite logo

Sync Zendesk tickets with NetSuite case or create a new case

What would you like to connect?

SalesLoft