Coda + DocSend
Add new DocSend visits as upserted rows in Coda
Effortlessly track and manage your DocSend document visits with this handy workflow. Whenever there's a new visit in DocSend, it will upsert a row in a Coda table, ensuring you have an organized and up-to-date overview of all your interactions. Stay on top of your documents and never miss a beat with this seamless automation.
Effortlessly track and manage your DocSend document visits with this handy workflow. Whenever there's a new visit in DocSend, it will upsert a row in a Coda table, ensuring you have an organized and up-to-date overview of all your interactions. Stay on top of your documents and never miss a beat with this seamless automation.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
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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
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Try ItDocumentRequired
TableRequired
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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 ItDocumentRequired
TableRequired
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