NetSuite + Proposify
Create new Proposify clients from new records in NetSuite
Streamline your client management process with this seamless integration between NetSuite and Proposify. When a new record is added in NetSuite, the details are directly sent to Proposify to create a new client. This workflow aids in improving efficiency and accuracy, saving both your valuable time and effort. No need for manual data entry or fear of typographical errors; instead, your business process gets a smooth, efficient, and error-free automation.
Streamline your client management process with this seamless integration between NetSuite and Proposify. When a new record is added in NetSuite, the details are directly sent to Proposify to create a new client. This workflow aids in improving efficiency and accuracy, saving both your valuable time and effort. No need for manual data entry or fear of typographical errors; instead, your business process gets a smooth, efficient, and error-free automation.
- When this happens...New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
Record TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
IDRequired
QueryRequired
Limit
Offset
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired