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.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this!
    AttioAttio
    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.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • 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
    • ListRequired

    Trigger
    Instant
    Try It
    • ObjectRequired

    Trigger
    Instant
    Try It
attio logo
attio logo

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
docsend logo
docsend logo

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 more

Related categories

  • Ads & Conversion