DocSend

DocSend + Workboard Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Workboard, with as many as 12 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocSend + Workboard 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 Workstream

Creates a new Workstream

New Space Created

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

Create Team

Creates a new team

New Visit

Triggers when you get a new visit.

Update Goal Metric

Update a metrics assigned to a goal in Workboard

New Workstream

Triggers when you select a workstream on Workboard and push it to your Zap.

Create Action Item

Create an action item in Workboard

New Goal

Triggers when you select a goal on Workboard and push it to your Zap.

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,400+ 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.

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

See Workboard Integrations