NetSuite + Sign In Scheduling

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.

  1. When this happens...
    Sign In SchedulingSign In Scheduling
    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.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    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.

    ActionWrite
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Supported triggers and actions

    • OrganisationRequired

    Trigger
    Polling
    Try It
    • OrganisationRequired

    • Time Before/After Appointment

    Trigger
    Polling
    Try It
    • OrganisationRequired

    Trigger
    Polling
    Try It
    • OrganisationRequired

    • Start Date & TimeRequired

    • End Date & TimeRequired

    • Title

    • Staff Id

    Action
    Write
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About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)
sign-in-scheduling logo
sign-in-scheduling logo

About Sign In Scheduling

Sign In Scheduling is a flexible and easy-to-use online booking, appointment management and customer communication tool.
Learn more

Related categories

  • Scheduling & Booking