Docusign + NetSuite

Send new NetSuite records to Docusign for envelope creation using templates

Streamline your document management by creating a seamless connection between NetSuite and Docusign. Whenever a new record is added in NetSuite, this workflow springs into action to send an envelope using a template in Docusign. Not only does this automation save you the hassle of manual data transfer, but it also ensures your documents are sent for signature promptly, speeding up your overall process.

Streamline your document management by creating a seamless connection between NetSuite and Docusign. Whenever a new record is added in NetSuite, this workflow springs into action to send an envelope using a template in Docusign. Not only does this automation save you the hassle of manual data transfer, but it also ensures your documents are sent for signature promptly, speeding up your overall process.

  1. When this happens...
    NetSuiteNetSuite
    New Or Updated Record

    Triggers when a record is created or updated. Supports standard and custom records.

    TriggerScheduled
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • IDRequired

    Action
    Write
    • QueryRequired

    • Limit

    • Offset

    Action
    Write
    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Scheduled
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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netsuite logo
netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more

Related categories

  • CRM (Customer Relationship Management)