DocSend

DocSend + Daylite Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Daylite, with as many as 48 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create Appointment

Creates a new appointment.

New Space Created

This trigger fires when you create a new Space in DocSend.

Create Person

Creates a new person and optionally an associated company.

New Visit

Triggers when you get a new visit.

Create Company

Creates a new company.

New Person

Triggers when a new person is created in Daylite.

Create Opportunity

Creates a new Opportunity.

New Appointment

Triggers when a new appointment is created in Daylite.

Create Task

Creates a new task.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Learn More

Daylite is a business productivity app that helps you focus more on doing what you love. Manage your contacts, schedules, projects, tasks, sales opportunities, and more – in one place. Share with your team across your Macs, iPhones, and iPads.

See Daylite Integrations