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DocSend + NetSuite

Update records in NetSuite when new visits are recorded in DocSend

Keep your DocSend and NetSuite records updated and accurate effortlessly through this workflow. Upon any new visit on DocSend, it promptly reflects in your NetSuite records, offering you real-time data and eliminating the need for manually managing and updating the records. This simple yet efficient connection not only maximizes your productivity but also improves your data integrity.

Keep your DocSend and NetSuite records updated and accurate effortlessly through this workflow. Upon any new visit on DocSend, it promptly reflects in your NetSuite records, offering you real-time data and eliminating the need for manually managing and updating the records. This simple yet efficient connection not only maximizes your productivity but also improves your data integrity.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this!
    NetSuiteNetSuite
    Update Record

    Updates an existing 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 NetSuite records when new visits happen in DocSend