Create records in NetSuite from new scheduled bookings in OnceHub
Streamline your scheduling procedure and record management with this handy automation. When a new booking is scheduled in OnceHub, it leads to the creation of a new record in NetSuite. This workflow helps to seamlessly transfer information between platforms and maintain organised client records, saving you time and effort.
Streamline your scheduling procedure and record management with this handy automation. When a new booking is scheduled in OnceHub, it leads to the creation of a new record in NetSuite. This workflow helps to seamlessly transfer information between platforms and maintain organised client records, saving you time and effort.
- When this happens...Booking Scheduled
Triggers when a new booking is scheduled.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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Contact Captured
Triggers when a contact is captured
Try ItContact Updated
Triggers when a captured contact is updated
Try ItConversation Abandoned
Triggers when a chatbot conversation is abandoned by a website visitor.
Try ItConversation Started
Triggers when a website visitor starts interacting with your chatbot.
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Contact Lifecycle Event
Triggers when a contact is captured or updated
Try ItConversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
Try ItConversation Closed
Triggers when a chatbot conversation reaches its end, or when a website visitor engages with a new chatbot.
Try ItBooking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
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