Create integrations between DocSend and AccountingSuite to automate any workflow
WHEN THIS HAPPENS
New Link CreatedAUTOMATICALLY DO THIS
Create Project / JobsEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItCustomerRequired
DocumentRequired
Cash PaymentRequired
Account
Payment Method
Date
Ref#
Invoice / Credit Selected
Memo
Address/Contact IDRequired
CompanyRequired
First Name
Middle Name
Last Name
Email
Phone
Cell
Fax
Address Line 1
Address Line 2
Address Line 3
City
State
Zip
Country
Remit To
Sales Person
Notes
Job Title
New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItNameRequired
Account TypeRequired
Code
Parent
Memo
Cash Flow Section
VendorRequired
ProductRequired
QuantityRequired
CostRequired
Terms
Ship To Location
A/P Account
Bill Date
Address
Delivery Date
Project
Class
URL
Memo
Bill #