Help

Common Problems with DocSend on Zapier

Last updated:

Why do the email, name, and company fields in my Zap come back as blank for new visits?

DocSend will send Zapier all available visitor information when you get a new visit. The information you get back depends on the kind of link tracking you use. For links with Individual or Group tracking you’ll always get the visitor’s email back. For links with custom tracking you can configure your link so that as much as name, email, and company are requested of each visitor, or no information is requested at all. The link tracking type is set in DocSend in the link creation dialog:

DocSend Link Tracking Types

How can I set up my trigger to only fire for visits where DocSend knows the visitor’s email address?

If your integration requires an email address then you can add a custom filter so that the Zap only triggers if the visitor’s email address is available. You can do this when setting up your DocSend trigger filter using the “Add a custom filter” button:

Add a Custom Filter

Then set up the filter as follows, choosing the “Visitor Email” field:

Filter Requiring Email Present


Need More Help?

Contact Support

Tell us about your problem, and we’ll find you a solution or you can email support.
Get Help

Hire an Expert

We have a directory of professionals across the globe who are ready to help.
Find a Zapier Expert

Zapier Community

Connect with other Zapier users and industry professionals to get help crafting the perfect workflow.
Check out the community