DocSend + NetSuite
Manage new DocSend visits by creating or updating records in NetSuite
Effortlessly manage your records in NetSuite every time there's a new visit in DocSend. This powerful workflow provides a seamless connection between these two platforms, updating your NetSuite records in real time whenever you have a new visitor in DocSend. You won't have to manually input visit data again, this automation makes sure every new interaction is captured and logged for you. More efficient record keeping, more time saved.
Effortlessly manage your records in NetSuite every time there's a new visit in DocSend. This powerful workflow provides a seamless connection between these two platforms, updating your NetSuite records in real time whenever you have a new visitor in DocSend. You won't have to manually input visit data again, this automation makes sure every new interaction is captured and logged for you. More efficient record keeping, more time saved.
- When this happens...New Visit
Triggers when you get a new visit.
- 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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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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