Connect NetSuite and DocuSign integrations
Connect NetSuite and DocuSign with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like NetSuite and DocuSign to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a record is created or updated.
Triggers when a record in a saved search is created.
Downloads a document from a specified envelope.
Gets the content of an envelope form data
Retrieves the overall status for the specified envelope.
Performs an arbitrary authorized API call.
Creates and sends an envelope using a selected template.
Sends an envelope with a document to be signed.
Gets a list of the Signing Group in an account.
Searches for envelopes.
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Create custom NetSuite and DocuSign workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Attaches a file to a record by its ID and the record ID.
Creates a new custom record.
Creates or updates a folder by its Internal ID or External ID.
Creates or updates a record by its Internal ID or External ID.
Deletes a custom record by its Internal ID or External ID.
Deletes a record by its Internal ID or External ID.
Detaches a file from a record by its ID and the record ID.
Downloads a document from a specified envelope.
Download an existing file by its internal ID or external ID.
Connect any app with NetSuite and DocuSign
Popular NetSuite and DocuSign workflows.
Looking to get more out of NetSuite and DocuSign? With Make you can visually integrate NetSuite and DocuSign into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send documents to sign via DocuSign from new records in Airtable
This template periodically checks for new records in Airtable and uses the retrieved information to send a document retrieved from Google Drive to sing via DocuSign. Your Airtable table should have at least these columns: 1) Name 2) Email 3) Last Modified The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Upload completed DocuSign document to Dropbox
Every time a document status is changed to Completed in DocuSign, the document will be uploaded to Dropbox.
TRY IT ->Send a document to sign via DocuSign from new form response in Typeform
Every time a new response is submitted in Typeform, a Google Drive document will be send to sign via DocuSign. This template expects your Typeform form to collect the following fields: 1. Name 2. Email
TRY IT ->Update envelope status of DocuSign document in a Google Sheets spreadsheet
This template periodically checks for documents status in DocuSign and uses the retrieved information to update the corresponding record in a Google Sheets spreadsheet. The template is using [this sample](https://docs.google.com/spreadsheets/d/17duV_jKnh8If9N4xZjQ3zLuasyUUyBy_fef5kxiD4OY/edit?usp=sharing) Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Send a Slack message from DocuSign envelope status change
Every time a new event occurs in DocuSign, a Slack message will be sent immediately.
TRY IT ->Import signed documents from DocuSign to Google Drive
After 7 days, all documents are downloaded from DocuSign and uploaded to Google Drive. The scenario is designed to run every Monday.
TRY IT ->Send documents to sign via DocuSign to e-mails retrieved from Google Sheets
When a new row is created in a Google Sheets spreadsheet, a new request for signing a document is sent to the e-mail. After that, the row is updated so the user knows when the request was sent.
TRY IT ->Send a document from DocuSign to sign to a person from Pipedrive
When a deal meets specified criteria, a document from a template is sent to them via DocuSign.
TRY IT ->
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