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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 "Workflow Instance Started" from Docubee.

Add your action

An action happens after the trigger—such as "Generate eGift Link" in Sendoso.

You’re connected!

Zapier seamlessly connects Docubee and Sendoso, 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.

- Select a Workflow Template
  Required
Trigger
Instant
Try It
- Select a Workflow
  Required
Action
Write
Send Status Updated
Triggers when the status of a sent gift is updated.
Trigger
Polling
Try It
- Tracking Number
  Required
Action
Write
- Touch ID
Action
Write

- Touch ID
  Required
- Recipient Email
  Required
- eGift Amount
  Required
- Custom Message
  Required
Action
Write
- Touch ID
  Required
- Style Product ID
  Required
- Recipient Name
  Required
- Email
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient Zip/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
Action
Write

- Select a Workflow Template
  Required
Trigger
Instant
Try It
New Send
Triggers when a gift is sent through your Sendoso account.
Trigger
Polling
Try It
- Touch ID
- eGift Amount
  Required
- Recipient Email
Action
Write
- Touch ID
Action
Write
- Touch ID
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Address Collection Message
- Notecard Message
Action
Write
- Touch ID
  Required
- Recipient Name
  Required
- Recipient Email
  Required
- Recipient Street Address
  Required
- Recipient Street Address 1
- Recipient City/Town
  Required
- Recipient State/Province
  Required
- Recipient ZIP/Postal Code
  Required
- Recipient Country
  Required
- Custom Message
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Docubee and Sendoso 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 Docubee to Sendoso integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Docubee

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

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Related categories

Documents

About Sendoso

Sendoso is a sending platform that allows you to send anything to anyone programatically.