Zapier is a handy service that enables you to seamlessly integrate thousands of applications with one another, including DocSend! Using triggers called Zaps you can create unique, efficient processes across different apps without the hassle of code or API calls.
The DocSend Zapier integration makes it possible for you to sync visitor and content data to other applications including:
- Email - Gmail, Outlook
- CRM - HubSpot, Pipedrive, Copper
- CSM - Zendesk, Freshdesk
- Messengers - Slack, Discord
- Project Management - Trello, Asana
- Surveys - SurveyMonkey, Typeform
- Social Media - Facebook, Instagram, Twitter
For a full list of Zapier-friendly apps, check out Explore More Apps.
How Zaps Work
Zaps consist of two basic elements – triggers and actions. Triggers are specific events that occur in an app. Once the event happens, the Zap workflow begins, and certain actions follow. In DocSend, a trigger could be that a visitor opens a document link.
Actions begin after a trigger event occurs. In the DocSend example, an action that follows the “new visit” trigger might be “add a row to a Google Sheet”. In other words, whenever a DocSend visit occurs, Zapier will add a row of information to a specified Google Sheet.
Zaps can have one trigger and many actions. There are also two types of Zap actions:
- App actions add or update data in an app, like creating a new row of information in a spreadsheet.
- App searches look up information that can be used in later actions, like finding a date in a certain spreadsheet.
DocSend currently offers four triggers that can be configured with thousands of different actions across other applications.
- New visit: Triggers actions when someone visits a link.
- New link created: Triggers actions when a new link is created.
- New Space created: Triggers actions when a new Space is created.
- New Space downloaded: Triggers actions when someone downloads a Space.
Visit the DocSend Zapier integration page to see what you can do with these triggers!
How to Create a Zap
You’ll need a Zapier account to start creating Zaps. Check out How to Create a Zap to learn the basic steps in creating your first Zap.
Once you’re more familiar with the basics of creating a Zap, you can create more complex, multi-step Zaps and automate your workflow even further. For example, you can create a Zap that sends an email notification and a Slack message after someone visits a document.
For more information, see Maximize your productivity with multi-step Zaps.
Still need help? Reach out to firstname.lastname@example.org!