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DocSend + Todoist + Filter by Zapier

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.

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.

  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!
    TodoistTodoist
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • DocSend triggers, actions, and search

    New Space Created

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

    Trigger
    Instant
    Try It
    • Document

    • 100% Completion

    Trigger
    Instant
    Try It
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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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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