Attio + DocSend
Manage new DocSend visitor engagement summaries by creating or updating records in Attio
Streamline your visitor engagement summary tasks with this efficient workflow. When an engagement summary is generated in DocSend, this setup will immediately initiate a process to create or update a record in your Attio app. This automation simplifies the record management process, ensuring an up-to-date, organized system for all your important visitor engagement data.
Streamline your visitor engagement summary tasks with this efficient workflow. When an engagement summary is generated in DocSend, this setup will immediately initiate a process to create or update a record in your Attio app. This automation simplifies the record management process, ensuring an up-to-date, organized system for all your important visitor engagement data.
- When this happens...Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
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
