NetSuite + ShareFile
Create new ShareFile folders for every new record on NetSuite
Streamline your document organization process with this workflow. When a new record is added in NetSuite, a corresponding folder will be created in ShareFile. This ensures your important documents have a designated place for storage, enhancing your efficiency and file management.
Streamline your document organization process with this workflow. When a new record is added in NetSuite, a corresponding folder will be created in ShareFile. This ensures your important documents have a designated place for storage, enhancing your efficiency and file management.
- When this happens...New Record
Triggers when a new record is created. Supports standard and custom records.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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Record TypeRequired
Try ItRecord TypeRequired
Try ItFolder
Folder name
Parent folder
Description
Record TypeRequired
RecordRequired
File to detachRequired
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
Internal IDRequired
QueryRequired
Limit
Offset