Docsify Integrations

  • Create Pipedrive deals from new Docsify viewed documents

    Do you know how slow time goes by when you are waiting for a response to an important email, right? How about if a new deal would be created in your Pipedrive CRM in a second once the recipient viewed an attached document? This integration will do it for you! Whenever a new attached document is viewed by the recipient in your Gmail, Zapier will automatically create a new deal for it in Pipedrive.

    *Note: This Zapier integration doesn't create a new deal on Pipedrive from a just opened document, only after it was finished viewing by the recipient.

    How this Docsify-Pipedrive integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new deal in Pipedrive

    Apps involved

    • Docsify
    • Pipedrive
  • Create Close.io CRM opportunities from new Docsify viewed documents

    So someone viewed your Docsify document, that's great! Now you have to manually go in and create an opportunity in Close.io, right? With this Docsify-Close.io CRM integration, whenever a new attached Docsify document is viewed, Zapier will automatically create a new opportunity for it on Close.io CRM. Stop creating manual oppurtunities and let Zapier automate it for you!

    How this Docsify-Close.io CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new opportunity on Close.io CRM

    Apps involved

    • Docsify
    • Close.io CRM
  • Create Salesflare CRM opportunities from new Docsify viewed documents

    If you send lots of presentations by email then tracking them one-by-one manually is frustrating. Never do it yourself again! Activate this automation once and get organized your sales flow automatically. Whenever someone views your Docsify document, Zapier will automatically create an opportunity for you Salesflare CRM. Save your time for creativity, this Zapier integration will care about productivity.

    How this Docsify-Salesflare CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient
    2. Zapier automatically creates a new opportunity on Salesflare CRM

    Apps involved

    • Docsify
    • Salesflare CRM
  • Create SugarCRM opportunities from new Docsify viewed documents

    Creating new opportunities is a hassle. Don't you wish that you could automatically create an opportunity whenever someone views a document? With this integration, you can! Now, whenever someone views your Docisfy document, Zapier will automatically create an opportunity for you in SugarCRM.

    How this Docsify-SugarCRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new opportunity on SugarCRM

    Apps involved

    • Docsify
    • SugarCRM
  • Create Salesforce CRM tasks from new Docsify viewed documents

    You have a ton of tasks every single day. You have to manually create them in your Salesforce CRM, right? Make your Gmail/G Suite account work for you with this Docsify-Salesforce CRM integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Salesforce CRM. Stop creating manual tasks and let Zapier automate it for you!

    How this Docsify-Salesforce CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Salesforce CRM

    Apps involved

    • Docsify
    • Salesforce CRM
  • Create Insightly CRM tasks from new Docsify viewed documents

    A ton of tasks need to be done every single day. What could worse than creating them in your Insightly CRM manually? With this Docsify-Insightly CRM integration, you will always have tasks created for you on autopilot. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Insightly CRM.

    How this Docsify-Insightly CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Salesforce CRM

    Apps involved

    • Docsify
    • Insightly CRM
  • Create Agile CRM tasks from new Docsify viewed documents

    What does really matter at the end of the business day? The number of tasks that have been done. Do you still manually create them in your Agile CRM? Make your life easier with this integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Agile CRM. No more manual task creation, let Zapier automate it for you!

    How this Docsify-Agile CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Agile CRM

    Apps involved

    • Docsify
    • Agile CRM
  • Create Copper CRM tasks from new Docsify viewed documents

    With a number of things to juggle on a daily basis, it's no wonder you forget important tasks. Imagine there is something that literally always remember about your important tasks and put them for you now? With this Docsify-Copper CRM integration, you will always have tasks created for you automatically. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in your Copper CRM.

    How this Docsify-Copper CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Copper CRM

    Apps involved

    • Docsify
    • Copper
  • Create Base CRM tasks from new Docsify viewed documents

    We all have those moments when our memory fails us on the seemingly simplest daily tasks and items to remember. Is there anything worse than creating every single task in your Base CRM manually? With this Docsify-Base CRM integration, you will always have tasks created for you on robot pilot. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Base CRM.

    How this Docsify-Base CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Base CRM

    Apps involved

    • Docsify
    • Base CRM
  • Create Google Tasks from new Docsify viewed documents

    There are lots of tasks you forget and you know it. If you're like many people, your daily routine includes the passing thought "why am I so forgetful"? Do you still manually create tasks in your Google Tasks? Stop. Make your life easier with this wonderful integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Google Tasks. No more manual tasks creation, let Zapier automate it for you!

    How this Docsify-Google Tasks integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Google Tasks

    Apps involved

    • Docsify
    • Google Tasks
  • Create Capsule CRM tasks from new Docsify viewed documents

    Have you ever forgotten to make a call to your prospect after they viewed your value proposition? We've all been the victims of faulty memory, left grasping for information we know is there to no avail. Let technology algorithms help you on a daily basis. Make your sales routines easier with this integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Capsule CRM. No more manual task creation, let Zapier automate it for you!

    How this Docsify-Capsule CRM integration works

    1. The attached Docsify document was opened and viewed by the recipient.
    2. Zapier automatically creates a new task on Capsule CRM

    Apps involved

    • Docsify
    • Capsule CRM
  • Create Agile CRM tasks from new Docsify links clicked in a sent email

    Do you really want to hit your sales quota next month? You'd better automate setting up tasks in your CRM. Do you still manually create them in your Agile CRM? Stop doing it today. With this integration, whenever a new Docsify link is clicked in a sent email, Zapier will automatically create a new task in Agile CRM. No more manual task creation, let Zapier automate it for you!

    How this Docsify-Agile CRM integration works

    1. A Docsify link is clicked in a sent email by the recipient
    2. Zapier automatically creates a new task on Agile CRM

    Apps involved

    • Docsify
    • Agile CRM
  • Create Salesforce CRM tasks from new Docsify links clicked in a sent email

    If you’re planning to put in 18-hour days, you might as well make the most of your time. There’s no reason setting up tasks manually in your Salesforce CRM any more! With this integration, whenever a new Docsify link clicked in a sent email, Zapier will automatically create a new task in Salesforce CRM.

    How this Docsify-Salesforce CRM integration works

    1. A Docsify link clicked in a sent email by the recipient
    2. Zapier automatically creates a new task on Salesforce CRM

    Apps involved

    • Docsify
    • Salesforce CRM
  • Create Salesflare CRM tasks from new Docsify emails are opened

    Whether it is todos, appointments or obligations... forgotten tasks often cause more work down the road. We all want to stay on top of our tasks and obligations. What we need are good tools and strategies to have a list of what we need to do. Here is the Docsify-Salesflare CRM integration to stop forgetting and get more done. Whenever a new Docsify email opened, Zapier will automatically create a new task in Salesflare CRM.

    How this Docsify-Salesflare CRM integration works

    1. A Docsify link is clicked in a sent email by the recipient
    2. Zapier automatically creates a new task on Salesflare CRM

    Apps involved

    • Docsify
    • Salesflare CRM

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Docsify Integration Details

Launched on Zapier December 21, 2017

Zapier combines Triggers (like "New Email Opened") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Docsify Triggers, Searches, and Actions are supported by Zapier:

New Email Opened

Trigger when the email was opened.

New Document Downloaded

Trigger when the document was downloaded.

New Document Opened

Trigger when the document was opened.

New Link Clicked

Trigger when the link was clicked.

New File Downloaded

Trigger when the file was downloaded.

New Document Viewed

Trigger when the document was viewed.

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Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them