Attio + DocSend
Create or update Attio records each time new visits occur in DocSend
Stay on top of your sales visits with this streamlined automation. Whenever a new visit occurs in DocSend, it instantly creates or updates a record in Attio. This seamless collaboration between DocSend and Attio enables you to maintain accurate and up-to-date records effortlessly, saving you valuable time for more important tasks.
Stay on top of your sales visits with this streamlined automation. Whenever a new visit occurs in DocSend, it instantly creates or updates a record in Attio. This seamless collaboration between DocSend and Attio enables you to maintain accurate and up-to-date records effortlessly, saving you valuable time for more important tasks.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
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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 ItListRequired
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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 ItListRequired
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