DocSend + monday.com
Create new monday.com items for new DocSend visits
Streamline your document reviewing process with this seamless workflow. Whenever a new visit occurs in DocSend, an item gets promptly created in monday.com. This automation keeps your tasks organized and ensures you never miss any document interactions, thus allowing you to stay on top of your work efficiently.
Streamline your document reviewing process with this seamless workflow. Whenever a new visit occurs in DocSend, an item gets promptly created in monday.com. This automation keeps your tasks organized and ensures you never miss any document interactions, thus allowing you to stay on top of your work efficiently.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Create Item
Create a new Item in a board
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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 ItBoard IDRequired
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 ItItem Created In Board Copy
Board IDRequired
Try It
