Create or update NetSuite records from new Sansan business cards
Boost your productivity with this workflow that instantly creates or updates records in NetSuite whenever a new business card is added in Sansan. Without wasting time on manual data entry or updating tasks, you can conveniently manage your contacts and maintain an updated database. This automatic process ensures accurate information in your records, enhancing efficiency in your business operations.
Boost your productivity with this workflow that instantly creates or updates records in NetSuite whenever a new business card is added in Sansan. Without wasting time on manual data entry or updating tasks, you can conveniently manage your contacts and maintain an updated database. This automatic process ensures accurate information in your records, enhancing efficiency in your business operations.
- When this happens...New Business Card
Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.
- 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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Scanned or Registered ByRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
Internal IDRequired
BizCard IDRequired
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to detachRequired