Create records in NetSuite for each new account in Limo Anywhere
Stay organized and efficient when adding new accounts to your Limo Anywhere app. With this workflow, each new account you add in Limo Anywhere will create an associated record in NetSuite. This seamless link helps streamline your data input process, saving you time and potential manual input errors. Let this automation keep your business data consistent and up-to-date across both platforms.
Stay organized and efficient when adding new accounts to your Limo Anywhere app. With this workflow, each new account you add in Limo Anywhere will create an associated record in NetSuite. This seamless link helps streamline your data input process, saving you time and potential manual input errors. Let this automation keep your business data consistent and up-to-date across both platforms.
- When this happens...New Account
Triggers when a new customer account is created.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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