DocSend + Shape + Formatter by Zapier
DocSend + Shape + Formatter by Zapier
DocSend + Shape integrations
Create records in Shape Software for new visits in DocSend
Make sure you act on every new visit in DocSend with this Zapier automation. It will capture every new visit to Shape CRM as a record, saving you time for more important work.
- When this happens...New VisitTriggers when you get a new visit.
- automatically do this...TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create RecordCreate a new record within the CRM
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More things you can do with these apps
Discover other triggers and actions you can use with DocSend, Formatter by Zapier, and more
- New Link Created
This trigger fires when you create a new link in DocSend.
Try ItTriggerInstant - New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItTriggerInstant - New Space Visit
Triggers when you get a new visit to a Space.
Try ItTriggerInstant - Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItTriggerInstant
- New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItTriggerInstant - New Space Download
Triggers when you get a new download event in Spaces.
Try ItTriggerInstant - Document
- 100% Completion
Try ItTriggerInstant- TransformRequired
ActionWrite
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.