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
- Free forever for core features
- 14 day trial for premium features & apps
About DocSend
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.
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
