NetSuite + Practice Better

Create new clients in Practice Better for every new record in NetSuite

Ease your workload with this workflow that starts when a new record appears in NetSuite and seamlessly adds a client in Practice Better. It eliminates manual entry, keeps your client list up-to-date, and ensures you have more time to focus on improving your services. This automation simplifies your administrative tasks and thus enhances your productivity.

Ease your workload with this workflow that starts when a new record appears in NetSuite and seamlessly adds a client in Practice Better. It eliminates manual entry, keeps your client list up-to-date, and ensures you have more time to focus on improving your services. This automation simplifies your administrative tasks and thus enhances your productivity.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    Practice BetterPractice Better
    ActionWrite
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Supported triggers and actions

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to detachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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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
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Related categories

  • CRM (Customer Relationship Management)
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About Practice Better

Practice Better is a comprehensive solution to help you manage your Health & Wellness practice and the entire client journey with ease, saving you both time and money!

Related categories

  • Scheduling & Booking