DocSend + NetSuite
Create NetSuite records from new DocSend visits
Manage your business operations smoothly with this streamlined workflow. When a new visit is logged in DocSend, a record is created in NetSuite seamlessly. This automation enables you to keep track of visitor data and ensures your NetSuite is always up-to-date, simplifying your data management and saving you valuable time.
Manage your business operations smoothly with this streamlined workflow. When a new visit is logged in DocSend, a record is created in NetSuite seamlessly. This automation enables you to keep track of visitor data and ensures your NetSuite is always up-to-date, simplifying your data management and saving you valuable time.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItRecord TypeRequired
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New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItStandard or Custom Record Type?Required
Select a Saved SearchRequired
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