DocSend + NetSuite
Update NetSuite records when new visits happen in DocSend
Keep your NetSuite records up to date whenever a fresh visit happens in DocSend. With this automation, each new visit in DocSend will prompt an update in your NetSuite records, saving you time and ensuring accuracy. It's a simple and efficient solution to maintain updated records for your business activities.
Keep your NetSuite records up to date whenever a fresh visit happens in DocSend. With this automation, each new visit in DocSend will prompt an update in your NetSuite records, saving you time and ensuring accuracy. It's a simple and efficient solution to maintain updated records for your business activities.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Update Record
Updates an existing record. Supports standard and custom records.
- Free forever for core features
- 14 day trial for premium features & apps
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