Bookafy + NetSuite
Create or update NetSuite records whenever new Bookafy appointments are scheduled
Manage your appointments and client records seamlessly with this efficient workflow. When a new appointment is set in Bookafy, it will immediately create or update a corresponding record in NetSuite. This helps your business stay organized and provides quick access to client appointment history, saving you precious time and boosting productivity. Stay ahead of the curve by automating your scheduling and customer management process.
Manage your appointments and client records seamlessly with this efficient workflow. When a new appointment is set in Bookafy, it will immediately create or update a corresponding record in NetSuite. This helps your business stay organized and provides quick access to client appointment history, saving you precious time and boosting productivity. Stay ahead of the curve by automating your scheduling and customer management process.
- When this happens...New Appointment
Triggers when a new appointment is added.
- 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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- 14 day trial for premium features & apps
Include Blocker Appointments?Required
Staff User
Try ItNew Customer
Triggers when a new customer is added.
Try ItTitleRequired
DescriptionRequired
ServiceRequired
Staff UserRequired
Appointment Start TimeRequired
Appointment End TimeRequired
Is Blocker Appointment?Required
Customer NameRequired
Email
Phone
Address
City
State
Zip Code
Record TypeRequired
Try It