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DocSend + NetSuite

Create or update NetSuite records when new visits occur in DocSend

When a new visit takes place in DocSend, this workflow swiftly updates corresponding records within NetSuite. Say goodbye to manual data transfer between platforms - let this streamlined process ensure your NetSuite records are always up-to-date with your DocSend activity. A perfect solution for keeping record consistency effortlessly.

When a new visit takes place in DocSend, this workflow swiftly updates corresponding records within NetSuite. Say goodbye to manual data transfer between platforms - let this streamlined process ensure your NetSuite records are always up-to-date with your DocSend activity. A perfect solution for keeping record consistency effortlessly.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    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.

    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.
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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 NetSuite records when new visits happen in DocSend