DocSend + NetSuite
Update records in NetSuite when new visits occur in DocSend
Stay updated with DocSend visits in real time by maintaining up-to-date records in NetSuite through this efficient workflow. As each new visit occurs in DocSend, correspondingly, your NetSuite records are updated. This seamless coordination between platforms not only ensures data accuracy but also frees up your time, enabling you to focus on more critical tasks.
Stay updated with DocSend visits in real time by maintaining up-to-date records in NetSuite through this efficient workflow. As each new visit occurs in DocSend, correspondingly, your NetSuite records are updated. This seamless coordination between platforms not only ensures data accuracy but also frees up your time, enabling you to focus on more critical tasks.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Update Record
Updates an existing record. Supports standard and custom records.
- Free forever for core features
- 14 day trial for premium features & apps
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
Try It
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
Try It