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.

When this happens...
New Visit
Triggers when you get a new visit.
TriggerInstant
automatically do this!
Update Record
Updates an existing record. Supports standard and custom records.
ActionWrite

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Supported triggers and actions

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
Try It
New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
Try It
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
- Internal IDRequired
Action
Write

- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write

- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search byRequired
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record TypeRequired
Action
Search

New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
Try It
- Document
- 100% Completion
Trigger
Instant
Try It
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Polling
Try It
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to detachRequired
Action
Write
- Record TypeRequired
Action
Write
- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write
- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search

About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Learn more

Related categories

Ads & Conversion

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Learn more

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Update records in NetSuite when new visits are recorded in DocSend

DocSend + NetSuite

Update records in NetSuite when new visits occur in DocSend

Supported triggers and actions

New Link Created

New Space Download

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Transform Record

Upload File to File Cabinet

API Request (Beta)

Find File In File Cabinet

Find Records (Saved Search)

Get Record Type (Object) Schema

New Space Created

New Visit

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Update Record

Upsert (Create or Update) Record

Find Case Notes

Find Record

Find Records (with line-item support)

About DocSend

Related categories

About NetSuite

Related categories

Related Zap Templates

Related Zap Templates