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DocSend + Surveypal + Filter by Zapier

Send Surveypal survey invitations for new DocSend visits

Want to send a brief survey after someone reviews your proposal? Or, do you only want someone to receive your survey after they've fully reviewed some background material? Now you can, automatically, with this DocSend to Surveypal integration.

Want to send a brief survey after someone reviews your proposal? Or, do you only want someone to receive your survey after they've fully reviewed some background material? Now you can, automatically, with this DocSend to Surveypal integration.

  1. When this happens...
    DocSendDocSend
    New Visit

    Triggers when you get a new visit.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SurveypalSurveypal
    Send Invitation

    Send a Survey invitation by e-mail to someone.

    ActionWrite
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Supported triggers and actions

What does this mean?
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docsend logo

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.
Learn more

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  • Ads & Conversion
surveypal logo

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories