Updating NetSuite Records via Document Automation

Using Data Binding and SignNow Smart Templates allows to automate creating or updating records in NetSuite. The mule which transfers data from a client to the NetSuite record is a dynamic document generated from a Smart Template. Data Binding allows to match the places on the document with NetSuite fields.

In this article you'll learn how to:

• Prefill documents with data from NetSuite records
• Update a NetSuite record automatically with data from the document
• Create a NetSuite record automatically using data from the document