NetSuite + QuickFile
Create records in NetSuite for each new client in QuickFile
Streamline your client management process with this efficient workflow. When a new client is added on QuickFile, a corresponding record is instantly created on NetSuite. This automation not only saves time but also ensures that your client details are consistent and up-to-date across both platforms. It serves as a solution to the problem of manual data transfer between the two systems, simplifying your client management operations.
Streamline your client management process with this efficient workflow. When a new client is added on QuickFile, a corresponding record is instantly created on NetSuite. This automation not only saves time but also ensures that your client details are consistent and up-to-date across both platforms. It serves as a solution to the problem of manual data transfer between the two systems, simplifying your client management operations.
- When this happens...New Client
Triggers when a new client record is created.
- 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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New Client
Triggers when a new client record is created.
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DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate
Standard or Custom Record Type?Required
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