Airtable + DocSend
Create or update records in Airtable for new visits in DocSend
Strengthen the management of your document visits with this simple workflow. When a new visit occurs in DocSend, a record in Airtable is either created or updated accordingly. This automation process not only enhances record keeping but also saves time, improving productivity in your day-to-day operations. Stay on top of all document activity without breaking a sweat.
Strengthen the management of your document visits with this simple workflow. When a new visit occurs in DocSend, a record in Airtable is either created or updated accordingly. This automation process not only enhances record keeping but also saves time, improving productivity in your day-to-day operations. Stay on top of all document activity without breaking a sweat.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create or Update Record
Find and update an existing record, or create a new one.
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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
