Connect DocSend and Notion to unlock the power of automation
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Set up your first integration
Quickly connect DocSend to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate DocSend with Notion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Link Created" from DocSend.
Add your action
An action happens after the trigger—such as "Add Block to Page" in Notion.
You’re connected!
Zapier seamlessly connects DocSend and Notion, 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.
- New Link Created
This trigger fires when you create a new link in DocSend.
Try ItTriggerInstant - New Space Download
Triggers when you get a new download event in Spaces.
Try ItTriggerInstant - DatabaseRequired
- Filter by Creation Time
Try ItTriggerPolling- DatabaseRequired
Try ItTriggerPolling
- New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItTriggerInstant - Document
- 100% Completion
Try ItTriggerInstant- Page_idRequired
Try ItTriggerPolling
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Practical ways you can use DocSend and Notion
Log interactions for technical documentation.
When a visitor completes reading a full technical document on DocSend, Zapier records this in a Notion database. This aids engineering teams in tracking and improving the relevance of technical materials by analyzing engagement metrics.
Engineering
Track lead engagement with marketing materials.
When a lead completes a full read-through of a specific DocSend document, Zapier will log the interaction in Notion by creating a Database Item. This automation helps marketing teams assess which materials resonate with their audience, improving ROI on content strategy.
Marketing & Marketing OpsOrganize prospect data from link interactions.
When a new link is created in DocSend, Zapier creates a corresponding task in Notion, allowing sales teams to keep track of which documents are sent to prospects. By centralizing this data, it ensures accountability and streamlined communication during the sales process.
Sales OpsLearn how to automate Notion on the Zapier blog
Frequently Asked Questions about DocSend + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with DocSend and Notion
How can I integrate DocSend with Notion using Zapier?
To integrate DocSend with Notion, you can use our automation platform, Zapier. You will need to create a 'Zap' that connects the two apps. Choose DocSend as your trigger app and Notion as your action app. You can then specify what you want the trigger and action to be.
What triggers are available for DocSend when setting up the integration?
When integrating DocSend with Notion, our platform allows you to use triggers such as 'New Document View,' 'New Document Created,' and 'Document Expiring Soon.' These triggers help initiate different actions in Notion based on activities happening in DocSend.
What actions can be set in Notion when integrating with DocSend?
In a DocSend and Notion integration, you can set actions like 'Create Database Item,' 'Update Page,' or 'Find Page' within your Notion workspace. This allows seamless data flow from activities tracked in DocSend into organized records in Notion.
Do I need coding skills to integrate DocSend with Notion?
No coding skills are required to connect DocSend and Notion via our platform. The integration process uses a simple editor where you'll select triggers and actions from dropdown menus without any code.
Can we automate updates between DocSend and a database in Notion?
Yes, you can automate updates between DocSend and a database in Notion by setting up Zaps that update a database item whenever there's activity on a document in DocSend, such as viewing or creating new documents.
Is it possible to customize which data is sent from DocSend to Notion?
'Yes, when setting up the integration between DocSend and Notion on our platform, you have the option to map specific fields between the two apps. This ensures that only the relevant data is transferred according to your needs.
How long does it take for changes made in DocSend to reflect in Notion when using Zapier?
'The speed at which changes reflect depends on your Zapier plan. Our platform offers various plans where tasks might run every 15 minutes on free plans or nearly instantly on premium ones.'
