DocSend + Todoist + Filter by Zapier
Create DocSend visit follow-up reminders in Todoist
Do you have trouble remembering to follow up with certain action items? Make sure you follow up with the leads that matter most by getting Todoist follow-up reminders when you get new DocSend visits.
Do you have trouble remembering to follow up with certain action items? Make sure you follow up with the leads that matter most by getting Todoist follow-up reminders when you get new DocSend visits.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Task
Creates a new task.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link
Try ItProject
Try It
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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About Todoist
Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.