Create or update NetSuite records for new Apollo accounts
Keep your financial records up to date and accurate with this handy workflow. When a new account is created in Apollo, it prompts an update or creation of a record in NetSuite. Save time on data entry and focus more on your business growth and customer relationships. Enjoy a seamless and efficient workflow between your sales and accounting tools.
Keep your financial records up to date and accurate with this handy workflow. When a new account is created in Apollo, it prompts an update or creation of a record in NetSuite. Save time on data entry and focus more on your business growth and customer relationships. Enjoy a seamless and efficient workflow between your sales and accounting tools.
- When this happens...New Account
Triggers when a new Account 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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