Create clients and send documents in Docspo from new Typeform entries
If someone requests a proposal on your site, you’ll want to send it out as soon as possible. This Zapier automation will reduce that time from days to seconds. By connecting Docspo and Typeform with this integration you can auto send a contract to your client after they complete a Typeform on your site.
If someone requests a proposal on your site, you’ll want to send it out as soon as possible. This Zapier automation will reduce that time from days to seconds. By connecting Docspo and Typeform with this integration you can auto send a contract to your client after they complete a Typeform on your site.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this...Create Client
Creates a new client
- then do this...Create Document
Create a new document
- then do this!Send Document
Send a document
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Document Accepted
Triggers when a document changes status to accepted.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
Document Denied
Triggers when a document changes status to denied.
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