Create clients in Float for new or updated records in NetSuite
Keep your client information consistent between your business resources by seamlessly connecting your NetSuite and Float apps. This workflow ensures that any updates or new entries made to your NetSuite records are directly reflected in Float, keeping your client data up-to-date. This powerful integration helps avoid double entry and enhances efficiency.
Keep your client information consistent between your business resources by seamlessly connecting your NetSuite and Float apps. This workflow ensures that any updates or new entries made to your NetSuite records are directly reflected in Float, keeping your client data up-to-date. This powerful integration helps avoid double entry and enhances efficiency.
- When this happens...New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
- automatically do this!Create Client
Creates a new client.
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Record TypeRequired
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Internal IDRequired
QueryRequired
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Standard or Custom Record Type?Required
Select a Saved SearchRequired
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RecordRequired
File to attachRequired
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File to detachRequired
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