DocSend + Shape + Formatter by Zapier
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.
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 Visit
Triggers when you get a new visit.
- automatically do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this...Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
- then do this!Create Record
Create a new record within the CRM
- Free forever for core features
- 14 day trial for premium features & apps
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 ItTransformRequired
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 ItTransformRequired
