I am needing to add a custom field called Purchase Order# to my netsuite api the json I currently use is formatted as follows:
{"entity":"1117","recordtype":"salesorder","item":[{"item":"311","amount":"1234"},{"item":"311","amount":"1234"}]}
Any help would be appreciated.
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I want to fetch default currencies from NetSuite and then wanted to add them into the Customer record Financial subtab.
I'm using a tray.io workflow where I'm pulling values from HubSpot to a Data Storage connector. I just want to know if it is possible to send those values to a DocuSign template provided. Like to be used as custom fields.
Trying to send from a DS template that has a required envelope custom field. From documentation I'd expect a Custom Field selection under envelopeId but not finding it.
Is this supported in the DS API explorer? Thanks!
Error code: ENVELOPE_CUSTOM_FIELD_MISSING.
Message: A required envelope custom field is missing. The custom field 'Cost Center' requires a value.
You can use this API call - https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopecustomfields/create/
So, you may need 3 API calls:
Create envelope in "draft" status.
Add custom fields.
Send it.
There may be a way to do this with fewer API calls, but I don't know how.
I want to figure out if its possible to have docusign call netsuite after a document has been signed.
We can pass the parameters docusign needs to pass to netsuite. So it would save the process a call to netsuite, if docusign can dump some company data into netsuite.
I know there is a plugin for netsuite that works with docusign: "DocuSign for NetSuite". But this plugin seems to be taking the perspective of calling docusign from netsuite rather than the other way around.
Is there some way to pass data to the docusignapi that is then passed to netsuite in a create entity call?
Not directly: You'd need to build the bridge between DocuSign and NetSuite. You could use DocuSign Connect to capture incoming envelope data, and then have your application do the necessary interactions on the NetSuite side.
I using Web Services to integrate to NetSuite and passing the internal ID of the credit card on file for the customer with my sales order transaction header.
I would like NetSuite to fail to create the order completely if the card that I am passing cannot be authorized (for example if it's expired). Is this possible using a script in the custom form?
I don't believe there is a pre-auth in NetSuite. You would need to make a call to AuthNet or something first. Or you can close/reject the order if the CC fails after saved.