Attio + DocSend
Manage new DocSend space visits by creating or updating records in Attio
Stay ahead of your prospects and client interactions with this streamlined workflow. When a new space visit occurs in DocSend, it simultaneously creates or updates a record in Attio. Through this process, you can effortlessly keep your data fresh and accurate, saving you time and enhancing your customer relationships. Take control of your customer management by making the most of DocSend and Attio in one seamless operation.
Stay ahead of your prospects and client interactions with this streamlined workflow. When a new space visit occurs in DocSend, it simultaneously creates or updates a record in Attio. Through this process, you can effortlessly keep your data fresh and accurate, saving you time and enhancing your customer relationships. Take control of your customer management by making the most of DocSend and Attio in one seamless operation.
- When this happens...New Space Visit
Triggers when you get a new visit to a Space.
- 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 ItNew Space Visit
Triggers when you get a new visit to a Space.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try It
