1.Monitor new DocSend visits
Integrate DocSend and activity tracking to detect new visits and route the deck view signal into your workflow.
Update prospect record when a deck is viewed
Automatically monitor DocSend new visits across DocSend and your CRM stack. Update prospect last viewed timestamps, and notify internal owners when a matched record is missing or an unexpected domain appearsβso you can protect pipeline context without manual logging.
How this automation updates your prospect last viewed timestamps
When deck view activity is not captured, sales teams lose timely context on who is engaging with their materials. This automation monitors DocSend visits, extracts domains, updates Attio list entries, and sends fallback internal emailsβso your team can act on intent fast.
DocSendor swap with your favorite app
2.Extract domain from visitor email
Integrate Formatter by Zapier and data parsing tools to extract the visitor email domain for matching prospects.
Formatter by Zapieror swap with your favorite app
3.Find company list entry by domain
Integrate Attio and CRM search tools to find the matching list entry for the extracted company domain.
Attioor swap with your favorite app
4.Update list entry with last viewed
Integrate Attio and CRM records to write the visit timestamp to your configured last viewed attribute.
5.Send internal fallback email
Integrate Filter by Zapier and Email by Zapier to notify internal recipients when no match is found for allowed domains.
Email by Zapieror swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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