DocSend + Todoist

DocSend + Todoist integrations

Create DocSend visit follow-up reminders in Todoist

Do you have trouble remembering to follow up with certain action items? Make sure you follow up with the leads that matter most by getting Todoist follow-up reminders when you get new DocSend visits.

When this happens...
New VisitTriggers when you get a new visit.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with DocSend and Todoist

Discover other triggers and actions you can use with DocSend and Todoist

New Link Created
This trigger fires when you create a new link in DocSend.
Trigger
Instant
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New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
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New Space Visit
Triggers when you get a new visit to a Space.
Trigger
Instant
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Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Trigger
Instant
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- Project
  Required
Trigger
Polling
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- Project
  Required
- E-Mail Address
  Required
Action
Write
- Task
  Required
- Section
  Required
Action
Write

- Project
  Required
- Comment
  Required
Action
Write
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Name
  Required
- Project
- Title
  Required
- Note
- Section
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
- Parent Task
Action
Search or write

New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
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- Document
- 100% Completion
Trigger
Instant
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- Project
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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- Task
  Required
Action
Write
- Task
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
Action
Write
- Task
  Required
- Title
  Required
- Assigned To
- Due Date (Human Formatted)
- Due Date (Raw Formatted)
- Deadline Date
- Priority
- Labels
Action
Write
Get Project Collaborators
Get all collaborators for a specific project
Action
Write
- Name
  Required
- Project
Action
Search
- Name
  Required
- Color
- Parent Project
- Favorite
- View Style
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.

Learn moreLearn moreHelpHelp

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Ads & Conversion

About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

Learn moreLearn moreHelpHelp

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Task Management

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