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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Email Opened" from Docsify.

Add your action

An action happens after the trigger—such as "Create Company" in CompanyHub.

You’re connected!

Zapier seamlessly connects Docsify and CompanyHub, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Title of Recipe
  Required
Trigger
Instant
Try It
- Title of Recipe
  Required
Trigger
Instant
Try It
- Title of Recipe
  Required
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
New Quote
Triggers when a new quote is created.
Trigger
Polling
Try It

New Sales Order
Triggers when a new Sales Order is created.
Trigger
Polling
Try It
- Table
  Required
Trigger
Polling
Try It

Create Contact
Creates a new contact.
Action
Write
- Table
  Required
- Record
  Required
- Note
  Required
Action
Write
- Custom Table Name
  Required
Action
Write
- Task
  Required
- Category
  Required
- Task Description
- Who's Responsible?
  Required
- When Is It Due?
  Required
- Contact ID
- Status
  Required
Action
Write
- Table to Search In
  Required
- Search Query
  Required
Action
Search

- Title of Recipe
  Required
Trigger
Instant
Try It
- Title of Recipe
  Required
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
- Custom Table
  Required
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Create Company
Creates a new company.
Action
Write
Create Deal
Creates a new deal.
Action
Write
- Company
  Required
- Status
  Required
- Bill to Name
  Required
- Contact
- Tax
- Quote Date
- Deal
- Expires On
- Delivery Method
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping State
- Shipping Country
- Shipping Postal Code
- Discount Type
- Discount
- Product
  Required
- Price List
- Description
- Quantity
  Required
- List Price
- Price
- Net Unit Price
Action
Write
- Company
  Required
- Quote
- Deal
- Subject
  Required
- Status
  Required
- Bill to Name
  Required
- Issue Date
- Shipping Date
- Notes
- Billing Street
- Billing City
- Billing State
- Billing Country
- Billing Postal Code
- Ship to Name
- Shipping Street
- Shipping City
- Shipping Country
- Shipping Postal Code
- Shipping State
- Price List
- Quantity
  Required
- Product
  Required
- Price
- List Price
- Net Unit Price
- Description
Action
Write
- Table to Update
  Required
- Record
  Required
Action
Write
- Table Name
  Required
- Search Query
  Required
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Docsify and CompanyHub to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Docsify to CompanyHub integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

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Related categories

About CompanyHub

CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.