DocSend + Microsoft Teams
Send Microsoft Teams channel messages for new DocSend visits
Stay updated with your team in real time as soon as a new visit occurs inside the DocSend app. This automation seamlessly posts a detailed message in your specified Microsoft Teams channel, enabling your team to instantly gain insights and respond accordingly. Enhance collaboration and stay on top of visitor engagement without lifting a finger.
Stay updated with your team in real time as soon as a new visit occurs inside the DocSend app. This automation seamlessly posts a detailed message in your specified Microsoft Teams channel, enabling your team to instantly gain insights and respond accordingly. Enhance collaboration and stay on top of visitor engagement without lifting a finger.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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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 ItTeamRequired
Try It
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 ItTeamRequired
ChannelRequired
Member
Highlight Word
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