Automation library · CRM

Sync NetSuite customers to Salesforce accounts & contacts

Started by a clock, and works across Salesforce. 16 steps, 2 branches: a working afternoon to understand properly.

Medium

16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 9Service 6

The steps in the order they run, from what starts it.

  1. 1Execute Workflow DailySchedule triggerStarts it
  2. 2NS: Customer - Get Delta recordsNet Suite RestService
  3. 3Init OffsetCodeLogic
  4. 4Has More Records?IfLogic
  5. 5Retrieve Paging Offset and LastExportDateCodeLogic
  6. 6Update LastExportDateCodeLogic
  7. 7NS: Customer - Get All recordsNet Suite RestService
  8. 8Workflow is finishedNo OpLogic
  9. 9Split Customers ArraySplit OutLogic
  10. 10NS: Customer - Get recordNet Suite RestService
  11. 11Is Company?IfLogic
  12. 12SF: Create or Update Company AccountSalesforceService
  13. 13SF: Create or Update Person's AccountSalesforceService
  14. 14Merge Company/Contact ResultsMergeLogic
  15. 15SF: Create or Update ContactSalesforceService
  16. 16Update Paging Offset and LastExportDateCodeLogic

How it's built

Starts on
A clock
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Salesforce
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Salesforce account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.