DocSend + Visible
Track new DocSend visits by setting value for metrics in Visible
Keep track of your DocSend visits instantly with this streamlined workflow. Once activated, each new visit within DocSend triggers the setting of a specific value for a metric on Visible. This way, you can have all the necessary data at your fingertips, improving your performance tracking process, and eliminating the need for manual updates.
Keep track of your DocSend visits instantly with this streamlined workflow. Once activated, each new visit within DocSend triggers the setting of a specific value for a metric on Visible. This way, you can have all the necessary data at your fingertips, improving your performance tracking process, and eliminating the need for manual updates.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Set Value for Metric
Sets or replaces a data point for an existing metric (the metric must be a daily metric)
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItCompanyRequired
RequestRequired
Try It
New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItCompanyRequired
Fundraising PipelineRequired
StageRequired
NameRequired
Amount
Point of Contact: Email
Point of Contact: First Name
Point of Contact: Last Name
Point of Contact: Title
Notes