DocSend + folk
Manage new DocSend visits by creating persons in folk
Enhance your networking abilities by creating an efficient workflow between DocSend and Folk. With this automation, each new visit in DocSend will result in a corresponding person being created in Folk, saving you the effort of manual data entry. This seamless integration ensures your contact information is always up-to-date, enabling you to focus on nurturing those relationships instead.
Enhance your networking abilities by creating an efficient workflow between DocSend and Folk. With this automation, each new visit in DocSend will result in a corresponding person being created in Folk, saving you the effort of manual data entry. This seamless integration ensures your contact information is always up-to-date, enabling you to focus on nurturing those relationships instead.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Person
Create a new contact Person in your folk group.
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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
100% Completion
Try ItGroupRequired
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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 ItGroupRequired
Custom fieldRequired
Try It
