NetSuite + Skool

Update NetSuite records when membership questions are answered in Skool

When a membership question is answered in Skool, this workflow instantly updates the corresponding record in NetSuite. This prevents manual data entry, ensuring your NetSuite records always reflect the latest interactions in your Skool app. An ideal solution for schools or educational institutions seeking to streamline their member interaction records.

When a membership question is answered in Skool, this workflow instantly updates the corresponding record in NetSuite. This prevents manual data entry, ensuring your NetSuite records always reflect the latest interactions in your Skool app. An ideal solution for schools or educational institutions seeking to streamline their member interaction records.

  1. When this happens...
    SkoolSkool
    Answered Membership Questions

    Triggers when a potential member has submitted answers to group membership questions.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • Skool triggers, actions, and search

    New Paid Member

    Triggers when a new member successfully completes payment and joins the group.

    Trigger
    Polling
    Try It
    • Email AddressRequired

    Action
    Write
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
netsuite logo
netsuite logo

About NetSuite

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

Related categories

  • CRM (Customer Relationship Management)
skool logo
skool logo

About Skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

Related categories

  • Education