NetSuite + Practice Better
Create or update NetSuite records when new clients are added in Practice Better
Streamline your client management process with this seamless workflow. When a new client is added in Practice Better, a record is immediately created or updated in NetSuite. This automation not only eliminates the need for manual data entry but also guarantees that your client information is consistently up-to-date across both platforms, saving you valuable time and reducing potential errors. Leverage this workflow to efficiently manage your client data and focus more on delivering quality service.
Streamline your client management process with this seamless workflow. When a new client is added in Practice Better, a record is immediately created or updated in NetSuite. This automation not only eliminates the need for manual data entry but also guarantees that your client information is consistently up-to-date across both platforms, saving you valuable time and reducing potential errors. Leverage this workflow to efficiently manage your client data and focus more on delivering quality service.
- When this happens...New Client
Adds a new client to your account.
- 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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