NetSuite + QuickFile

Create records in NetSuite for each new client in QuickFile

Streamline your client management process with this efficient workflow. When a new client is added on QuickFile, a corresponding record is instantly created on NetSuite. This automation not only saves time but also ensures that your client details are consistent and up-to-date across both platforms. It serves as a solution to the problem of manual data transfer between the two systems, simplifying your client management operations.

Streamline your client management process with this efficient workflow. When a new client is added on QuickFile, a corresponding record is instantly created on NetSuite. This automation not only saves time but also ensures that your client details are consistent and up-to-date across both platforms. It serves as a solution to the problem of manual data transfer between the two systems, simplifying your client management operations.

  1. When this happens...
    QuickFileQuickFile
    New Client

    Triggers when a new client record is created.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    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.

    ActionWrite
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Supported triggers and actions

    • Document TypeRequired

    Trigger
    Instant
    Try It
    • Company NameRequired

    • First Name

    • Surname

    • Email

    • Address Line 1

    • Address Line 2

    • Town

    • Country ISO

    • Post Code

    • Account Reference

    • Vat Number

    • Vat Exempt

    • Telephone

    • Password

    Action
    Write
    • Record TypeRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    Trigger
    Polling
    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 QuickFile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

Related categories

  • Accounting