Kajabi + NetSuite
Manage new Kajabi purchases by creating or updating records in NetSuite
Enhance your sales record management with this efficient workflow. As soon as a purchase is made in Kajabi, it prompts an immediate record creation or update in NetSuite. This helps keep your financial data updated, ensuring accurate account management and improving your ability to track finances effectively.
Enhance your sales record management with this efficient workflow. As soon as a purchase is made in Kajabi, it prompts an immediate record creation or update in NetSuite. This helps keep your financial data updated, ensuring accurate account management and improving your ability to track finances effectively.
- When this happens...New Purchase
Triggers when an offer is purchased.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
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