DocSend + NetSuite
Create NetSuite records from new DocSend visits
Manage your business operations smoothly with this streamlined workflow. When a new visit is logged in DocSend, a record is created in NetSuite seamlessly. This automation enables you to keep track of visitor data and ensures your NetSuite is always up-to-date, simplifying your data management and saving you valuable time.
Manage your business operations smoothly with this streamlined workflow. When a new visit is logged in DocSend, a record is created in NetSuite seamlessly. This automation enables you to keep track of visitor data and ensures your NetSuite is always up-to-date, simplifying your data management and saving you valuable time.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Record
Creates a new record. Supports standard and custom records.
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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.
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About NetSuite
NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more