NetSuite + Setmore Appointments

Create new Setmore Appointments contacts from new NetSuite records

Seamlessly streamline your client interactions with this efficient workflow that activates whenever a new record is added in NetSuite. It responds by creating a fresh contact in your Setmore Appointments, ensuring your customer database grows parallel to your business. It's a simple, one-step way to bolster your contact list and improve your client relationship management.

Seamlessly streamline your client interactions with this efficient workflow that activates whenever a new record is added in NetSuite. It responds by creating a fresh contact in your Setmore Appointments, ensuring your customer database grows parallel to your business. It's a simple, one-step way to bolster your contact list and improve your client relationship management.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerScheduled
  2. automatically do this!
    Setmore AppointmentsSetmore Appointments

    Triggers when a contact is created.

    ActionWrite
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Supported triggers and actions

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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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

Related categories

  • CRM (Customer Relationship Management)
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setmore-appointment logo

About Setmore Appointments

Setmore helps small businesses book appointments online and grow their business every day.
Learn more

Related categories

  • Scheduling & Booking