NetSuite + ShareFile integrations
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.
- When this happens...New RecordTriggers when a new record is created. Supports standard and custom records.
- automatically do this!Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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More things you can do with NetSuite and ShareFile
Discover other triggers and actions you can use with NetSuite and ShareFile
- Record TypeRequired
Try ItTriggerPolling- Record TypeRequired
Try ItTriggerPolling- Folder
- Folder name
- Parent folder
- Description
ActionWrite- Record TypeRequired
- RecordRequired
- File to detachRequired
ActionWrite
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Try ItTriggerPolling- Record TypeRequired
- RecordRequired
- File to attachRequired
ActionWrite- Record TypeRequired
- Internal IDRequired
ActionWrite- QueryRequired
- Limit
- Offset
ActionWrite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
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