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Bookly + NetSuite

Create records in NetSuite for new appointments in Bookly

When a new appointment is scheduled in Bookly, ensure no detail is missed by instantly generating a new record in NetSuite. This workflow keeps your records perfectly up-to-date with your schedule, streamlining your administrative tasks in a smooth and efficient manner. Maximize productivity, reduce manual data input, and keep your focus purely on your appointments for optimal business performance.

When a new appointment is scheduled in Bookly, ensure no detail is missed by instantly generating a new record in NetSuite. This workflow keeps your records perfectly up-to-date with your schedule, streamlining your administrative tasks in a smooth and efficient manner. Maximize productivity, reduce manual data input, and keep your focus purely on your appointments for optimal business performance.

  1. When this happens...
    BooklyBookly
    New Appointment

    Triggers when a new appointment is created.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • Bookly triggers, actions, and search

    New Customer

    Triggers when a new customer is created.

    Trigger
    Polling
    Try It
  • Bookly triggers, actions, and search

    Updated Appointment

    Triggers when an appointment is modified.

    Trigger
    Polling
    Try It

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It

    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
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bookly logo

About Bookly

Bookly is a free scheduling plugin for WordPress that allows accepting online bookings on your website. Join more than 40,000 businesses all around the world that have already automated their online booking system!

Related categories

  • Scheduling & Booking
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netsuite logo

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)

Related Zap Templates

  • Create records in NetSuite from new Bookly appointments

Related Zap Templates

  • Create records in NetSuite from new Bookly appointments