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How to Get Started with DocSend on Zapier

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The first thing you'll need to do is connect your DocSend Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:

Connect Your DocSend Account

You can then give your Account a title or label, which is just for your convenience and helps you identify this account later within Zapier:

Name Your DocSend Account

When you continue you’ll be asked to allow Zapier to access your DocSend visit data so that all the magic can happen:
Give Zapier Access to DocSend

Almost there! Now just verify that the connection is working:
Verify Connection Is Working


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