NetSuite + Omnify

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.

  1. When this happens...
    OmnifyOmnify
    New Client

    Triggers when a new client is added to the business.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

    • BusinessRequired

    Trigger
    Instant
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    • BusinessRequired

    Trigger
    Instant
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    • BusinessRequired

    Trigger
    Instant
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    • BusinessRequired

    Trigger
    Instant
    Try It
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About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)
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About Omnify

Omnify is a scheduling & business management platform which enables you to sell various services from a single platform.

Related categories

  • Scheduling & Booking