Hi all, does anyone know if you can create a task automatically when someone leaves enquiry on the website?
s
Sam-I-Am
01/06/2022, 10:42 PM
use workflow to trigger creation of a task
m
Merk
01/06/2022, 10:55 PM
Thanks @Sam-I-Am I know how to create tasks from workflow, but don't know how the website enquiries are pushed to NetSuite?
Merk
01/06/2022, 10:55 PM
Can you please elaborate on this?
s
Sam-I-Am
01/06/2022, 11:01 PM
usually online online enquiry forms get routed to "Case" or some custom records. Find out where or to what record type the website form posting this data in NS then use workflow on that record to create task.
m
Merk
01/06/2022, 11:09 PM
Great. Need to do some investigation. Thanks @Sam-I-Am