Create records in NetSuite for new customers in Sign In Scheduling
Ensure every new customer from your Sign In Scheduling app directly reflects in your NetSuite with this effective workflow. As soon as a new customer signs up, an immediate record is created in NetSuite, saving you time and avoiding manual data entry. This automation streamlines your process, keeping your customer list in NetSuite current and accurate.
Ensure every new customer from your Sign In Scheduling app directly reflects in your NetSuite with this effective workflow. As soon as a new customer signs up, an immediate record is created in NetSuite, saving you time and avoiding manual data entry. This automation streamlines your process, keeping your customer list in NetSuite current and accurate.
- When this happens...New Customer
Triggers when a new customer is added on your organisation – either when you add the record on your diary, or when the customer requests a booking with you online.
- 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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