Map a NetSuite Field, using Action Sets, to apply a tag on Infusionsoft

Mapping your NetSuite field to apply a tag in Infusionsoft is super simple! See our conversations below with one of our cool subscribers as a reference. Please also note that this works the same as with other fields.

Subscriber:

Hi there,

Is it possible to map a NetSuite field to apply a tag in Infusionsoft?

E.g. in Netsuite Status is 'Booked', map that to apply a 'Booked' tag in Infusionsoft.

Currently, they are being mapped from field to field.

Thanks

Cazoomi:

Hello,

Thank you for reaching out to us today!

SyncApps only syncs Saved Searches to Tags yet there is a workaround for your specific requirement.

"Is it possible to map a NetSuite field to apply a tag in Infusionsoft?"

You can use Trigger actions in Infusionsoft based on NetSuite synced field changes.

A field mapped in NetSuite could use “Action Sets” in Infusionsoft to create tags, here's an article that might be helpful for you to set up Action Sets and Rules.

https://help.infusionsoft.com/userguides/campaigns-and-broadcasts/campaign-builder-in-depth/how-to-create-action-sets-and-rules