Docsify
When this happens...
DocsifyNew Document Viewed
do these tasks!
SalesflareCreate Contact
SalesflareCreate Account
SalesflareCreate Opportunity

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

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Docsify + Salesflare and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Opened

Trigger when the email was opened.

Create Contact

Creates a new contact.

New Document Downloaded

Trigger when the document was downloaded.

Create Opportunity

Creates a new opportunity.

New Document Opened

Trigger when the document was opened.

Create Account

Creates a new account.

New Opportunity

Triggers when a new opportunity has arrived.

Add User to Account

Add a user to an account.

New Contact

Triggers when a new contact is added.

Add Contact to Account

Add a contact to an account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

See Salesflare Integrations