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
14 day trial for premium features & apps

Supported triggers and actions

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

- WorkflowRequired
- Step NumberRequired
- EventRequired
Trigger
Polling
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
Polling
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Polling
Try It
- WorkflowRequired
- Event
Trigger
Polling
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 sales CRM for small and medium-sized businesses selling B2B.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create Salesflare CRM tasks from new Docsify emails are opened

Related Zap Templates

Create Salesflare CRM tasks from new Docsify emails are opened

Docsify + Salesflare

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

New Email Opened

New File Downloaded

New Link Clicked

New Contact

New Task

New Workflow Step Event

Add User to Account

Create Call

Create Meeting

Create Opportunity

Remove Contact From Workflow

Update Contact

Find Account

Find Opportunity

Find Pipeline Stage

Find Workflow

Find or Create Contact

New Document Viewed

New Document Opened

New Account

New Opportunity

New Workflow Event

Add Contact to Account

Create Account

Create Contact

Create Internal Note

Create Task

Update Account

Update Opportunity

Find Contact

Find Person

Find User

Find or Create Account

About Docsify

Related categories

About Salesflare

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates