NetSuite + QuickFile
Create new records in NetSuite for every new client in QuickFile
When a new client is added in QuickFile, this workflow helps in creating a fresh record in NetSuite without the need for manual entry. It keeps your records consistent across both platforms and accelerates your onboarding process. Streamline your client data management and stay organized effortlessly with this automation.
When a new client is added in QuickFile, this workflow helps in creating a fresh record in NetSuite without the need for manual entry. It keeps your records consistent across both platforms and accelerates your onboarding process. Streamline your client data management and stay organized effortlessly with this automation.
- When this happens...New Client
Triggers when a new client record is created.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
- Free forever for core features
- 14 day trial for premium features & apps
New Client
Triggers when a new client record is created.
Try ItAmountRequired
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
Select a Saved SearchRequired
Try It