NetSuite + Planyo Online Booking
Create or update records in NetSuite each time you have new or updated customers in Planyo Online Booking
Streamline your customer management process with this efficient workflow. When a new or updated customer is registered in the Planyo Online Booking app, a corresponding entry is created or updated in the NetSuite app. This automation saves time, ensures data consistency, and enables you to focus more on serving your customers rather than manual data entry.
Streamline your customer management process with this efficient workflow. When a new or updated customer is registered in the Planyo Online Booking app, a corresponding entry is created or updated in the NetSuite app. This automation saves time, ensures data consistency, and enables you to focus more on serving your customers rather than manual data entry.
- When this happens...New or Updated Customer
Triggers when a new customer has been added or when customer data has been updated.
- 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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Before or After Event #1
Triggers a given number of hours/days before or after the rental begins or ends.
Try ItBefore or After Event #3
Triggers a given number of hours/days before or after the rental begins or ends (#3 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #5
Triggers a given number of hours/days before or after the rental begins or ends (#5 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-In
Triggers when the customer checks in.
Try It
Before or After Event #2
Triggers a given number of hours/days before or after the rental begins or ends (#2 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #4
Triggers a given number of hours/days before or after the rental begins or ends (#4 event defined in Notifications in the Planyo backend).
Try ItBefore or After Event #6
Triggers a given number of hours/days before or after the rental begins or ends (#6 event defined in Notifications in the Planyo backend).
Try ItUpdate of Reservation Status to Checked-Out
Triggers when the customer checks out.
Try It