DocSend + NetSuite
Create or update NetSuite records when new visits occur in DocSend
When a new visit takes place in DocSend, this workflow swiftly updates corresponding records within NetSuite. Say goodbye to manual data transfer between platforms - let this streamlined process ensure your NetSuite records are always up-to-date with your DocSend activity. A perfect solution for keeping record consistency effortlessly.
When a new visit takes place in DocSend, this workflow swiftly updates corresponding records within NetSuite. Say goodbye to manual data transfer between platforms - let this streamlined process ensure your NetSuite records are always up-to-date with your DocSend activity. A perfect solution for keeping record consistency effortlessly.
- 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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