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Airtable + DocSend

Create records in Airtable for every new visit in DocSend

Manage your DocSend visits more efficiently with this seamless workflow. When a new visit occurs in DocSend, a new record is created in Airtable. This simplifies the process of tracking and recording user visits, helping you to maintain an organized record system and stay on top of each visit. This automation ensures timely entries without any manual intervention.

Manage your DocSend visits more efficiently with this seamless workflow. When a new visit occurs in DocSend, a new record is created in Airtable. This simplifies the process of tracking and recording user visits, helping you to maintain an organized record system and stay on top of each visit. This automation ensures timely entries without any manual intervention.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • DocSend triggers, actions, and search

    New Link Created

    This trigger fires when you create a new link in DocSend.

    Trigger
    Instant
    Try It
  • DocSend triggers, actions, and search

    New Space Download

    Triggers when you get a new download event in Spaces.

    Trigger
    Instant
    Try It

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It

    • BaseRequired

    • TableRequired

    Action
    Write
  • DocSend triggers, actions, and search

    New Space Created

    This trigger fires when you create a new Space in DocSend.

    Trigger
    Instant
    Try It

    • Document

    • 100% Completion

    Trigger
    Instant
    Try It

    • BaseRequired

    • TableRequired

    • Help Text

    • Which timestamp field should this Zap use to check for updates?Required

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It

    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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About DocSend

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
Learn moreHelp

Related categories

Related Zap Templates

  • Create Airtable records with line items from new DocSend visits
  • Create new Airtable records from newly created DocSend links

Related Zap Templates

 

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