Docusign + NetSuite
Create and send Docusign envelopes from new NetSuite records
Streamline your document signing process whenever a new record is added in NetSuite. This automation workflow sends an envelope using a template in Docusign, increasing efficiency and ensuring timely action on fresh records. Stay organized and responsive, reducing administrative hassle.
Streamline your document signing process whenever a new record is added in NetSuite. This automation workflow sends an envelope using a template in Docusign, increasing efficiency and ensuring timely action on fresh records. Stay organized and responsive, reducing administrative hassle.
- 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.
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Record TypeRequired
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QueryRequired
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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
