DocSend

DocSend + Streak Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Streak, with as many as 39 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocSend + Streak and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create Task

Create a new Task on a Box.

New Space Created

This trigger fires when you create a new Space in DocSend.

Edit Box

Edit fields, stage, assigned to, name and notes on an existing box.

New Visit

Triggers when you get a new visit.

Create New Box

Create a new box.

Updated Box

Triggers when a Field on a Box is updated.

Create Email Filter

Create an email filter that's part of a box.

Box Change Stage

Triggers when a box changes Stage.

Add Contact to Box

Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.

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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.

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

See Streak Integrations