Airtable + DocSend
Create Airtable records with line items from new DocSend visits
Keep track of your DocSend visits by instantly adding them to an Airtable database with this automated workflow. Whenever a new visit occurs in DocSend, a new record is created in Airtable, allowing you to easily evaluate your content engagement and prioritize your follow-ups. Stop manual data entry and focus on nurturing those leads with this seamless integration.
Keep track of your DocSend visits by instantly adding them to an Airtable database with this automated workflow. Whenever a new visit occurs in DocSend, a new record is created in Airtable, allowing you to easily evaluate your content engagement and prioritize your follow-ups. Stop manual data entry and focus on nurturing those leads with this seamless integration.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Records (Advanced)
Create up to 10 new records (supports line items).
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItBaseRequired
TableRequired
Limit to View
Include attachment content
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New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItHelp Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
