NetSuite + vcita
Update NetSuite records when new clients are added in vcita
This workflow activates when you add a new client in vcita, and in turn, updates the client's record in NetSuite. A seamless link between vcita and NetSuite, it takes the hassle out of manual updates, ensuring your records are always accurate and up-to-date. It’s a time-saving solution that allows you to focus on building strong client relationships instead of dealing with data entry tasks.
This workflow activates when you add a new client in vcita, and in turn, updates the client's record in NetSuite. A seamless link between vcita and NetSuite, it takes the hassle out of manual updates, ensuring your records are always accurate and up-to-date. It’s a time-saving solution that allows you to focus on building strong client relationships instead of dealing with data entry tasks.
- When this happens...New Client
Triggers when new client is created.
- automatically do this!Update Record
Updates an existing record. 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
