Docusign + NetSuite
Send envelopes using a template in Docusign for new records in NetSuite
Streamline your document processes with this efficient workflow. Whenever a new record is added in NetSuite, it will prompt the delivery of an envelope using a template in DocuSign. This means less toggling between apps and more automatic document delivery to keep your business operations running smoothly.
Streamline your document processes with this efficient workflow. Whenever a new record is added in NetSuite, it will prompt the delivery of an envelope using a template in DocuSign. This means less toggling between apps and more automatic document delivery to keep your business operations running smoothly.
- When this happens...New Record
Triggers when a new record is created. Supports standard and custom records.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
- Free forever for core features
- 14 day trial for premium features & apps
Record TypeRequired
Try ItRecord TypeRequired
Try ItRecord TypeRequired
IDRequired
QueryRequired
Limit
Offset
Standard or Custom Record Type?Required
Select a Saved SearchRequired
Try ItRecord TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
RecordRequired
File to attachRequired
Record TypeRequired
