DocSend + NetSuite
Manage new DocSend visits by creating or updating records in NetSuite
Effortlessly manage your records in NetSuite every time there's a new visit in DocSend. This powerful workflow provides a seamless connection between these two platforms, updating your NetSuite records in real time whenever you have a new visitor in DocSend. You won't have to manually input visit data again, this automation makes sure every new interaction is captured and logged for you. More efficient record keeping, more time saved.
Effortlessly manage your records in NetSuite every time there's a new visit in DocSend. This powerful workflow provides a seamless connection between these two platforms, updating your NetSuite records in real time whenever you have a new visitor in DocSend. You won't have to manually input visit data again, this automation makes sure every new interaction is captured and logged for you. More efficient record keeping, more time saved.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Upsert (Create or Update) Record
Creates a new record if it does not exist. If the record already exists, it will be updated. Supports standard and custom records.
- Free forever for core features
- 14 day trial for premium features & apps