Close
When this happens...
DocsifyNew Document Viewed
Then do this...
CloseCreate Opportunity

So someone viewed your Docsify document, that's great! Now you have to manually go in and create an opportunity in Close.io, right? With this Docsify-Close.io CRM integration, whenever a new attached Docsify document is viewed, Zapier will automatically create a new opportunity for it on Close.io CRM. Stop creating manual oppurtunities and let Zapier automate it for you!

How this Docsify-Close.io CRM integration works

  1. The attached Docsify document was opened and viewed by the recipient.
  2. Zapier automatically creates a new opportunity on Close.io CRM

Apps involved

  • Docsify
  • Close.io CRM

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Close + Docsify and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Sent Email Report

Runs a sent email report for your organization.

New Task

Triggers when a new task is created or completed.

Run Status Change Report

Runs a status change report for your organization.

New or Updated Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

Create Note

Creates a new note.

New Lead in Search Query / Smart View

Triggers when a new lead is added to a search query or Smart View.

Create Email

Creates a new email.

New Event

Triggers when a new event is created.

Run Opportunity Report

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ others.

Become a Zapier Integration Partner

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

See Docsify Integrations