Google Docs + NetSuite
Create Google Docs documents from templates for every new record in NetSuite
Save time on monotonous tasks with this streamlined workflow. Whenever a new record is added into NetSuite, a personalized document will be created instantly from a predefined template in Google Docs. This efficient process can save countless hours and ensure consistent documentation for every new entry in your NetSuite system.
Save time on monotonous tasks with this streamlined workflow. Whenever a new record is added into NetSuite, a personalized document will be created instantly from a predefined template in Google Docs. This efficient process can save countless hours and ensure consistent documentation for every new entry in your NetSuite system.
- When this happens...New Record
Triggers when a new record is created. Supports standard and custom records.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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Record TypeRequired
Try ItRecord TypeRequired
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Internal IDRequired
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Standard or Custom Record Type?Required
Select a Saved SearchRequired
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RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to detachRequired
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