NetSuite + Practice Better
Manage new Practice Better clients by creating or updating records in NetSuite
Stay updated with your client information effortlessly. With this workflow, each time you add a new client in Practice Better, their data will be seamlessly included or refreshed in your NetSuite records. It's a simple way to ensure consistency, relieve manual data entry burden, and maximize your time for better client servicing. Benefit from this streamlined process that boosts your efficiency and accuracy in managing your client data.
Stay updated with your client information effortlessly. With this workflow, each time you add a new client in Practice Better, their data will be seamlessly included or refreshed in your NetSuite records. It's a simple way to ensure consistency, relieve manual data entry burden, and maximize your time for better client servicing. Benefit from this streamlined process that boosts your efficiency and accuracy in managing your client data.
- 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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