NetSuite + RSign

Send RSign envelopes for new or updated NetSuite records

Enhance your document management process by automatically sending an RSign envelope whenever a new record is created or updated in NetSuite. This Zap eliminates the need for manual intervention, ensuring that your contracts and documents are sent instantly with the correct template, saving you time and reducing the risk of errors.

When this happens...
New Or Updated Record
Triggers when a record is created or updated. Supports standard and custom records.
TriggerPolling
automatically do this!
Send Envelope Using a Template
Sends an eSign request to selected recipients using the selected RSign template.
ActionWrite

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Supported triggers and actions

- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
Trigger
Polling
Try It
- Record TypeRequired
- Internal IDRequired
Action
Write
- QueryRequired
- Limit
- Offset
Action
Write
- Source Record TypeRequired
- Source Record IDRequired
Action
Write

- FolderRequired
- FileRequired
- NameRequired
- File TypeRequired
- Description
- Is Online
- Is Private
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Search byRequired
Action
Search
- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
- Filter Info
- Select Columns to Search
- Enter Search Terms (Corresponding to Columns)
Action
Search
- Record TypeRequired
Action
Search
- Type of access authentication
- Rule CodeRequired
- Signing MethodRequired
- Post Signing Url
- Language
- Date Format
- Document Availability
- First Reminder
- Repeat Reminder Time
- Final Reminder Days
Action
Write
- Rule CodeRequired
- Stage of Envelope preparationRequired
- Email Subject
- Email Body
- Reference Code
- Reference Email
- Date Format
- Document Availability
- First Reminder
- Repeat Reminder Time
- Final Reminder Days
- Type of access authentication
Action
Write
- Envelope CodeRequired
- Documents to retrieveRequired
Action
Write
- Template or Rule CodeRequired
Action
Write

- Standard or Custom Record Type?Required
- Select a Saved SearchRequired
Trigger
Polling
Try It
- Record TypeRequired
- RecordRequired
- File to attachRequired
Action
Write
- Record TypeRequired
- RecordRequired
- File to detachRequired
Action
Write
- Record TypeRequired
Action
Write
- Record TypeRequired
- Internal IDRequired
Action
Write
- Record TypeRequired
- External IDRequired
Action
Write
- Case Internal IDRequired
Action
Search
- Record TypeRequired
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Record TypeRequired
- Limit Number of Results
- Primary Field to Search ByRequired
- And/Or Operator
- Secondary Field to Search By
Action
Search
- Type of access authentication
- Template CodeRequired
- Signing MethodRequired
- Email Subject
- Email Body
- Post Signing Url
- Language
- Date Format
- Document Availability
- First Reminder
- Repeat Reminder Time
- Final Reminder Days
Action
Write
- Stage of Envelope preparationRequired
- Type of access authentication
- Recipients NameRequired
- Recipients EmailRequired
- Recipients TypeRequired
- Sequential signing
- Reference Code
- Reference Email
- Date Format
- Document Availability
- First Reminder
- Repeat Reminder Time
- Final Reminder Days
Action
Write
- Template CodeRequired
- Stage of Envelope preparationRequired
- Email Subject
- Email Body
- Reference Code
- Reference Email
- Date Format
- Document Availability
- First Reminder
- Repeat Reminder Time
- Final Reminder Days
- Type of access authentication
Action
Write
- Envelope CodeRequired
- Type of status reportRequired
Action
Write

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)

About RSign

RSign® is an e-Signature and digital transaction management platform for secure, legally binding, and streamlined document workflows.

Related categories

Signatures

NetSuite + RSign

Send RSign envelopes for new or updated NetSuite records

Supported triggers and actions

New Record

New Or Updated Record

Delete Record

Run SuiteQL Query

Transform Record

Upload File to File Cabinet

API Request (Beta)

Find File In File Cabinet

Find Records (Saved Search)

Get Record Type (Object) Schema

Send Envelope Using a Rule

Initialize Envelope Using a Rule

Retrieve Envelope Documents

Retrieve Template Information

New Record (Saved Search)

Attach Existing File to Record

Detach File from Record

Create Record

Update Record

Upsert (Create or Update) Record

Find Case Notes

Find Record

Find Records (with line-item support)

Send Envelope Using a Template

Initialize Envelope

Initialize Envelope Using a Template

Retrieve Envelope Status

About NetSuite

Related categories

About RSign

Related categories