NetSuite + RepCard
Update NetSuite records whenever new RepCard appointments are set
With this workflow, as soon as your RepCard app marks an appointment as set, it immediately updates the corresponding record in the NetSuite app. This seamless integration reduces manual data entry and ensures your NetSuite records always reflect the most current information from your appointment scheduling process. Stay organized and efficient, enhancing your customer relationship management.
With this workflow, as soon as your RepCard app marks an appointment as set, it immediately updates the corresponding record in the NetSuite app. This seamless integration reduces manual data entry and ensures your NetSuite records always reflect the most current information from your appointment scheduling process. Stay organized and efficient, enhancing your customer relationship management.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Update Record
Updates an existing record. Supports standard and custom records.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired