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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Link Created" from DocSend.

Add your action

An action happens after the trigger—such as "Increment Value" in Storage by Zapier.

You’re connected!

Zapier seamlessly connects DocSend and Storage by Zapier, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your DocSend to Storage by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect DocSend and Storage by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
Try It
New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
Try It
- Key
  Required
- Increment Amount
Action
Write
- Key
  Required
- Value
  Required
- Location
Action
Write
- Key
  Required
- Key
Action
Write
- Key
  Required
- Child Values
Action
Write
- Key
  Required
- Value
  Required
Action
Write
Get All Values
Get all values stored.
Action
Search
- Key
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
- Child Values
Action
Search or write

New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
Try It
- Document
  Required
- 100% Completion
Trigger
Instant
Try It
- Key
  Required
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- Key
  Required
Action
Write
- Keys and Values
Action
Write
- Key
  Required
- Value
  Required
- Previous Value
Action
Write
- Key
  Required
- Item Format
  Required
- Item Separator
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
Action
Search
- Key
  Required
Action
Search
- Key
  Required
- Value
  Required
Action
Search or write

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 Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

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