NetSuite + RepCard

Update new records in NetSuite when appointments are set in RepCard

Streamline your workflow between RepCard and NetSuite with this automation. Whenever a new appointment is set in RepCard, relevant details are promptly updated in your NetSuite records. This saves time and reduces manual data entry errors, allowing you to focus on important meetings without worrying about record keeping.

When this happens...
Appointment Set
Triggers when a new Appointment is created for any contact.
TriggerInstant
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
Try It
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
Try It
- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
Try It
- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write

- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
- Internal IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write
- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search byRequired
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record TypeRequired
Action
Search

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
Try It
- Trigger when any user registered to the Event belowRequired
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Instant
Try It
- StatRequired
- Date TimeRequired
- Owner TypeRequired
- Stat OwnerRequired
- Stat UIDRequired
- Stat ValueRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- State
- City
- Zip
Action
Write
- 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
- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write
- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search

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)

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.

Learn more

Related categories

Sales & CRM

Related Zap Templates

Update NetSuite records each time new appointments are set in RepCard

Create new NetSuite records from new RepCard appointments set

Update NetSuite records whenever new RepCard appointments are set

NetSuite + RepCard

Update new records in NetSuite when appointments are set in RepCard

Appointment Outcome

New Contact

Status Changed

Add Event Ticket

New Appointment

Create Registration

Send Repcard to a Contact

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Transform Record

Upload File to File Cabinet

API Request (Beta)

Find File In File Cabinet

Find Records (Saved Search)

Get Record Type (Object) Schema

Appointment Set

New Registration

New User

Create Leaderboard Stat

Create Contact

Create User

Update Contact

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Update Record

Upsert (Create or Update) Record

Find Case Notes

Find Record

Find Records (with line-item support)

About NetSuite

Related categories

About RepCard

Related categories

Related Zap Templates

Related Zap Templates