DocSend + Google Sheets
Create Google Sheets rows for new DocSend visitor engagement summaries
Stay updated on your visitor engagement with this efficient workflow. When there's a new Visitor Engagement Summary in the DocSend app, it immediately adds a new row in your chosen Google Sheets spreadsheet. This allows for a quick and easy way to keep track of all your visitor engagement data in one centralized location. Say goodbye to manual data entry and hello to simplified data management.
Stay updated on your visitor engagement with this efficient workflow. When there's a new Visitor Engagement Summary in the DocSend app, it immediately adds a new row in your chosen Google Sheets spreadsheet. This allows for a quick and easy way to keep track of all your visitor engagement data in one centralized location. Say goodbye to manual data entry and hello to simplified data management.
- When this happens...Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItNew Space Visit
Triggers when you get a new visit to a Space.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
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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 ItDocument
100% Completion
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
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