NetSuite + vcita
Create new NetSuite records for every new client in vcita
When a new client is added in vcita, streamline the process with this powerful workflow that creates a corresponding record in your NetSuite database. Enhance your business efficiency by reducing manual data entry and ensuring your client information is consistently up-to-date across systems. This automation helps keep your client data organized and readily available in your NetSuite account.
When a new client is added in vcita, streamline the process with this powerful workflow that creates a corresponding record in your NetSuite database. Enhance your business efficiency by reducing manual data entry and ensuring your client information is consistently up-to-date across systems. This automation helps keep your client data organized and readily available in your NetSuite account.
- When this happens...New Client
Triggers when new client is created.
- 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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New Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try ItNew Payment
Triggers when a new payment is created.
Try ItAddressRequired
Allow Online Payment
Client IDRequired
CurrencyRequired
Due DateRequired
Invoice Number
Issued AtRequired
AmountRequired
Description
Discount
QuantityRequired
TitleRequired
Note
Send Email
Source Campaign
Source Channel
Source Name
Source URL
Staff ID
Status
Title
NameRequired
RateRequired
New Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItAddress
Email Address
First NameRequired
Last Name
Phone Number
Source campaign
Source channel
Source name
Source Url
Staff ID
Status
Tags
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
