DocSend

DocSend Help & Support

  • How to Get Started with DocSend on Zapier
  • Popular Things To Do With DocSend
  • Common Problems with DocSend on Zapier

How to Get Started with DocSend on Zapier

The first thing you'll need to do is connect your DocSend Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:

Connect Your DocSend Account

You can then give your Account a title or label, which is just for your convenience and helps you identify this account later within Zapier:

Name Your DocSend Account

When you continue you’ll be asked to allow Zapier to access your DocSend visit data so that all the magic can happen: Give Zapier Access to DocSend

Almost there! Now just verify that the connection is working: Verify Connection Is Working

Popular Things To Do With DocSend

Get Slack notifications for new DocSend visits

DocSend + Slack

Try It

Add new DocSend visitors to a MailChimp list

DocSend + Mailchimp

Add new DocSend visitors to HubSpot CRM as contacts

DocSend + HubSpot CRM

Get SMS message alerts for new DocSend visits

DocSend + SMS by Zapier

Log events in SalesforceIQ for new DocSend visits

DocSend + SalesforceIQ

Send emails via Gmail for new DocSend visits

DocSend + Gmail

Common Problems with DocSend on Zapier

Why do the email, name, and company fields in my Zap come back as blank for new visits?#

DocSend will send Zapier all available visitor information when you get a new visit. The information you get back depends on the kind of link tracking you use. For links with Individual or Group tracking you’ll always get the visitor’s email back. For links with custom tracking you can configure your link so that as much as name, email, and company are requested of each visitor, or no information is requested at all. The link tracking type is set in DocSend in the link creation dialog:

DocSend Link Tracking Types

How can I set up my trigger to only fire for visits where DocSend knows the visitor’s email address?#

If your integration requires an email address then you can add a custom filter so that the Zap only triggers if the visitor’s email address is available. You can do this when setting up your DocSend trigger filter using the “Add a custom filter” button:

Add a Custom Filter

Then set up the filter as follows, choosing the “Visitor Email” field:

Filter Requiring Email Present

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