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DocSend + NetSuite

Create new NetSuite records from new DocSend visits

Boost your productivity with this efficient workflow between DocSend and NetSuite. Whenever a new visit occurs in DocSend, a corresponding record will be created in NetSuite instantly, helping you keep track of visits without the manual task of data entry. This automation ensures your NetSuite database stays up-to-date, allowing you to concentrate on other important aspects of your business.

Boost your productivity with this efficient workflow between DocSend and NetSuite. Whenever a new visit occurs in DocSend, a corresponding record will be created in NetSuite instantly, helping you keep track of visits without the manual task of data entry. This automation ensures your NetSuite database stays up-to-date, allowing you to concentrate on other important aspects of your business.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Create Record

    Creates a new record. Supports standard and custom records.

    ActionWrite
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Supported triggers and actions

  • DocSend triggers, actions, and 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
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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.
Learn more

Related categories

  • Ads & Conversion
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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
Learn more

Related categories

  • CRM (Customer Relationship Management)

Related Zap Templates

Related Zap Templates

  • Create NetSuite records from new DocSend visits
  • Update records in NetSuite when new visits occur in DocSend