Docsify + Salesflare

Create Salesflare CRM contacts, accounts, and opportunities from newly-viewed Docsify 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.

When this happens...
New Document Viewed
Trigger when the document was viewed.
TriggerInstant
automatically do this...
Create Contact
Creates a new contact.
ActionWrite
then do this...
Create Account
Creates a new account.
ActionWrite
then do this!
Create Opportunity
Creates a new opportunity.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
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Supported triggers and actions

What does this mean?

- Title of RecipeRequired
Trigger
Instant
Try It
- Title of RecipeRequired
Trigger
Instant
Try It
- Title of RecipeRequired
Trigger
Instant
Try It
- Tag
- Type
Trigger
Scheduled
Try It
- Account
- Type
Trigger
Scheduled
Try It

- WorkflowRequired
- Step NumberRequired
- EventRequired
Trigger
Scheduled
Try It
- AccountRequired
- UserRequired
Action
Write

- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- WorkflowRequired
- ContactRequired
- Met Goal?Required
Action
Write
- ContactRequired
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write

- Title of RecipeRequired
Trigger
Instant
Try It
- Title of RecipeRequired
Trigger
Instant
Try It
- Tag
Trigger
Scheduled
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Scheduled
Try It
- WorkflowRequired
- Event
Trigger
Scheduled
Try It
- AccountRequired
- ContactRequired
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- AccountRequired
- BodyRequired
- Note Date
Action
Write
- DescriptionRequired
- Account
- Reminder Date
- Assignees
Action
Write
- AccountRequired
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- OpportunityRequired
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write

About Docsify

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

Related categories

About Salesflare

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Docsify + Salesflare

Create Salesflare CRM contacts, accounts, and opportunities from newly-viewed Docsify documents

New Email Opened

New File Downloaded

Title of RecipeRequired

New Link Clicked

Title of RecipeRequired

New Contact

Tag

Type

New Task

Account

Type

New Workflow Step Event

WorkflowRequired

Step NumberRequired

EventRequired

Add User to Account

AccountRequired

UserRequired

Create Call

Start DateRequired

End Date

Subject

Description

Notes

Participants

Create Meeting

Start DateRequired

End Date

Subject

Description

Notes

Participants

Create Opportunity

Name

Link to Existing or New Account

Account Name

Account Website

Contact Name

Contact Email

Stage

Owner

Assignee

Value

Close Date

Tag

Custom Fields

Remove Contact From Workflow

WorkflowRequired

ContactRequired

Met Goal?Required

Update Contact

ContactRequired

Name

Email

First Name

Last Name

Tag

Picture

Birthdate

Phone Number

Mobile Phone Number

Home Phone Number

Fax Number

Street

Zip

City

State/Region

Country

Social Profile

Position Role

Position Organisation

Custom Fields

Find Account

Id

Name