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How Zapier works
Zapier makes it easy to integrate DocSend with Zendesk Sell - 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 "Create Company" in Zendesk Sell.
You’re connected!
Zapier seamlessly connects DocSend and Zendesk Sell, 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 - Is Company?
Try ItTriggerPolling- New Deal
Triggers when a new deal is created.
Try ItTriggerPolling
- New Space Created
This trigger fires when you create a new Space in DocSend.
Try ItTriggerInstant - Document
- 100% Completion
Try ItTriggerInstant- Is Company?
Try ItTriggerPolling- Pipeline
- Stage
Try ItTriggerPolling
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