Create new records in NetSuite for every new client in Omnify
When a new client signs up via Omnify, easily keep track and manage your data with this efficient workflow. It instantly creates a new client record in your NetSuite system, eliminating manual data entry and reducing errors. This allows you to remain organized and stay focused on building strong client relationships.
When a new client signs up via Omnify, easily keep track and manage your data with this efficient workflow. It instantly creates a new client record in your NetSuite system, eliminating manual data entry and reducing errors. This allows you to remain organized and stay focused on building strong client relationships.
- When this happens...New Client
Triggers when a new client is added to the business.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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