DocSend
When this happens...
DocSendNew Visit
Then do this...
TodoistCreate Task

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.

How It Works

  1. Someone visits one of your DocSend links
  2. Zapier creates a follow-up task in Todoist to make sure you follow up

What You Need

  • DocSend account
  • Todoist account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect DocSend + Todoist 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 Project

Creates a new project.

New Space Created

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

Create Task

Creates a new task.

New Visit

Triggers when you get a new visit.

Mark Task as Completed

Marks a task as being completed.

New Complete Task

Triggers when you complete a task on a project.

Add Comment to Project

Adds a new comment to a project (only available for Todoist Premium users).

New Incomplete Task

Triggers when you add an incomplete task to a project.

Invite User to Project

Sends an e-mail to a person, inviting them to use one of your projects. .

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

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!).

See Todoist Integrations