Float + NetSuite
Create clients in Float for new or updated records in NetSuite
Keep your client information consistent between your business resources by seamlessly connecting your NetSuite and Float apps. This workflow ensures that any updates or new entries made to your NetSuite records are directly reflected in Float, keeping your client data up-to-date. This powerful integration helps avoid double entry and enhances efficiency.
Keep your client information consistent between your business resources by seamlessly connecting your NetSuite and Float apps. This workflow ensures that any updates or new entries made to your NetSuite records are directly reflected in Float, keeping your client data up-to-date. This powerful integration helps avoid double entry and enhances efficiency.
- When this happens...New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
- automatically do this!Create Client
Creates a new client.
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Record TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Internal IDRequired
QueryRequired
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Offset
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to detachRequired
Record TypeRequired