Create or update NetSuite records whenever new appointments are booked in Sign In Scheduling
Keep up-to-date with your new appointments from Sign In Scheduling and make sure your NetSuite records are always current. With this workflow, whenever a new appointment is booked on Sign In Scheduling, the information will be instantly pushed to NetSuite to create or update the corresponding record. This automation ensures no appointment details are missed and your data in NetSuite is always accurate, saving you time on manual data entry.
Keep up-to-date with your new appointments from Sign In Scheduling and make sure your NetSuite records are always current. With this workflow, whenever a new appointment is booked on Sign In Scheduling, the information will be instantly pushed to NetSuite to create or update the corresponding record. This automation ensures no appointment details are missed and your data in NetSuite is always accurate, saving you time on manual data entry.
- When this happens...New Appointment Is Booked
Triggers when a new appointment (with a customer) is scheduled – either when you book it yourself in your Sign In Scheduling diary, or when a customer requests the booking on your booking page.
- 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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