Send Slack channel messages for new DocSend visitor engagement summaries
Streamline your workflows with this automation. When a Visitor Engagement Summary is available in DocSend, a Channel Message will be sent in Slack. This allows your team to discuss engagement data promptly, ensuring quick responses to customer behavior patterns and trends. Improve communication and leverage real-time data efficiently with this straightforward workflow.
Streamline your workflows with this automation. When a Visitor Engagement Summary is available in DocSend, a Channel Message will be sent in Slack. This allows your team to discuss engagement data promptly, ensuring quick responses to customer behavior patterns and trends. Improve communication and leverage real-time data efficiently with this straightforward workflow.
- When this happens...Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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.
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100% Completion
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Optimized data
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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 ItNew Channel
Triggers when a new #channel is created.
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