How to integrate NetSuite CRM with Monday.com?
Our sales team uses NetSuite CRM. Is there a way to integrate their data into Monday.com? I’d like create an automation task such that when sales moves a proposal to accept, it will then populate into my dashboard?
The short answer is:
The best way to integrate NetSuite CRM with monday.com for real-time visibility is to create an API-based bridge that fires when the proposal status changes.
You should avoid expensive third-party connectors and instead use a low-cost, server-side method.
This involves configuring NetSuite to use its built-in automation to send a JSON data payload via a custom webhook every time a sales proposal is moved to “Accepted.”
This payload would be received and processed by a listener hosted on a flexible, low-cost platform like a Google Tag Manager Server Container or Google Cloud Platform.
The server would then use the received data to make an immediate, authenticated call to the monday.com Platform API, telling it exactly which item to create or update on your dashboard board.
The long answer is:
Since you are looking for a trigger event to drive an action – a status change in NetSuite triggering an item creation in monday.com – you need a push-pull integration.
The most efficient and cost-effective method is to bypass the typical high-cost, low-flexibility third-party integration tools.
The solution relies on leveraging the APIs of both systems and using a cheap server environment as the bridge.
On the NetSuite side, you’ll use a NetSuite REST API feature, often a SuiteScript or a Workflow Action, to create a custom webhook.
This is where you define the trigger: “When the Proposal Status field changes to ‘Accepted,’ send this specific set of data (Customer Name, Deal Value, NetSuite ID, etc.) to this URL.” This is a push event, meaning no constant polling is required.
On the monday.com side, you will use a board that is structured to receive this data.
The unique URL NetSuite sends the data to will be a listener endpoint you have set up.
You can host this listener on something lightweight and pay-per-use, such as a script running in a Google Cloud Platform (GCP) or, for even greater management simplicity, a Google Tag Manager (GTM) Server Container setup that uses a low-cost host like Stape.
The job of this listener is simple: receive the incoming JSON data from NetSuite, perform a quick security check, transform the data slightly if necessary (e.g., reformat the date or map NetSuite’s field names to monday.com’s column IDs), and then immediately execute an API call to the monday.com Platform API.
This call would be the create_item or change_column_value mutation, which instantly generates the new item or updates the status on your dashboard-connected board, giving you the real-time visibility you need.
This custom approach provides maximum control, uses infrastructure you may already have, and avoids recurring per-task transaction fees common with third-party automation tools, making it an excellent and cheap solution.
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