Put DocSend to work with AI and enterprise-grade automation
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Or pick an app to pair with
HubSpot
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CRM (Customer Relationship Management)
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CRM (Customer Relationship Management)
Mailchimp
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Streak
CRM (Customer Relationship Management)
Attio
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
Copper
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Airtable
Databases
Affinity
CRM (Customer Relationship Management)
Mailchimp
Marketing Automation
Streak
CRM (Customer Relationship Management)
HubSpot
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Airtable
Databases
Affinity
CRM (Customer Relationship Management)
Mailchimp
Marketing Automation
Streak
CRM (Customer Relationship Management)
Attio
CRM (Customer Relationship Management)
Salesforce
CRM (Customer Relationship Management)
Copper
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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 Created
This trigger fires when you create a new Space in DocSend.
Try ItTriggerInstant - New Space Visit
Triggers when you get a new visit to a Space.
Try ItTriggerInstant - Visitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItTriggerInstant
- New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItTriggerInstant - New Space Download
Triggers when you get a new download event in Spaces.
Try ItTriggerInstant - Document
- 100% Completion
Try ItTriggerInstant
For builders
Let your AI safely access DocSend
Go beyond Zap workflows. Install Zapier in your AI to call DocSend actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in DocSend from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose DocSend actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a DocSend connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "docsend", owner: "me" });
await zapier.runAction({
app: 'docsend',
action: '{actionName}',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
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