DocSend + Visible

DocSend + Visible integrations

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.

When this happens...
New VisitTriggers when you get a new visit.
TriggerInstant
automatically do this!
Set Value for MetricSets or replaces a data point for an existing metric (the metric must be a daily metric)
ActionWrite

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More things you can do with DocSend and Visible

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

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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- Company
  Required
- Fundraising Pipeline
  Required
- Stage
  Required
- Name
  Required
- Amount
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- Notes
Action
Write

- Company
  Required
- Metric
  Required
- Date
- Value
Action
Write
- Company
  Required
- Metric
  Required
- Date
- Value
  Required
Action
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
Try It
- Company
  Required
- Request
  Required
Trigger
Instant
Try It
- Company
  Required
- Email
  Required
- First Name
- Last Name
- Title
Action
Write
- Company
  Required
- Name
  Required
- Website URL
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
Action
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.

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About Visible

Capture key performance data and share your story with key stakeholders all in one platform.

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