New for Our DocSend Integration: Kick off Zaps When New Content and Links Are Created

Jose Proenca
Jose Proenca / March 9, 2018

It's critical for high-performing sales teams to know what's going on with target accounts and when. The latest updates to the DocSend + Zapier integration helps give your sales team a boost so they can stay on top of deal progress happening within DocSend.

You can now use the New Link Created and New Space Created Triggers to track when teammates share new content with prospects. For example, create Zaps that automatically send emails to account owners, generate Slack notifications, or even push alerts to your phone. Together with the New Visit Trigger, you can easily and seamlessly monitor account activity and bring all the details you need into every other app you use.

What's New with the DocSend + Zapier Integration

New Triggers

  • New Space Created: Triggers when you create a new Space in DocSend.

  • New Link Created: Triggers when you create a new link in DocSend.

How to Automate DocSend with Zapier

  1. Make sure you have a Zapier account and a DocSend account

  2. Try some pre-made DocSend integrations and learn more about how DocSend works with Zapier

  3. Check out our DocSend help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with DocSend and Zapier