DocSend + Podio
Create new Podio items for each new DocSend link created
Efficiently manage your documents by connecting DocSend and Podio with this powerful workflow. Whenever a new link is created in DocSend, a corresponding item will be created in Podio, ensuring all important files are easily accessible in one place. Stay organized and save time by streamlining your document tracking process.
Efficiently manage your documents by connecting DocSend and Podio with this powerful workflow. Whenever a new link is created in DocSend, a corresponding item will be created in Podio, ensuring all important files are easily accessible in one place. Stay organized and save time by streamlining your document tracking process.
- When this happens...New Link Created
This trigger fires when you create a new link in DocSend.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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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 ItOrganizationRequired
WorkspaceRequired
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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 ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
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