Document Automation
Document Tracking
Auto-share completed docs

Send completed document links for easy access

Automatically share links to finalized documents by adding them to your contact records without manual effort. This automation ensures every completed file is instantly available in your database for easy retrieval and follow-up. By centralizing document access, you save time, reduce errors, and improve customer engagement.

Filter by common apps:

PandaDoc
Bitly
DocSend
Email by Zapier
Mailchimp
LeadConnector

Create shortened URL in Bitly for new documents sent from PandaDoc
Details
Create shortened URL in Bitly for new documents sent from PandaDoc
Try it
PandaDoc + Bitly
Track document visits, send thank you email, and add users to Mailchimp
Details
Track document visits, send thank you email, and add users to Mailchimp
Try it
DocSend + Email by Zapier + Mailchimp
Send completed document link to contact notes in LeadConnector
Details
Send completed document link to contact notes in LeadConnector
Try it
PandaDoc + LeadConnector

Send completed document links for easy access

Create shortened URL in Bitly for new documents sent from PandaDoc

Track document visits, send thank you email, and add users to Mailchimp

Send completed document link to contact notes in LeadConnector