DocSend + NetSuite
Update records in NetSuite when new visits are recorded in DocSend
Keep your DocSend and NetSuite records updated and accurate effortlessly through this workflow. Upon any new visit on DocSend, it promptly reflects in your NetSuite records, offering you real-time data and eliminating the need for manually managing and updating the records. This simple yet efficient connection not only maximizes your productivity but also improves your data integrity.
Keep your DocSend and NetSuite records updated and accurate effortlessly through this workflow. Upon any new visit on DocSend, it promptly reflects in your NetSuite records, offering you real-time data and eliminating the need for manually managing and updating the records. This simple yet efficient connection not only maximizes your productivity but also improves your data integrity.
- 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.
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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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