Keep Documents
Other popular DocSend workflows and automations
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13
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When a new client reads through a Docsend document, send a notification
1
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Get a Notification When a New Space is Created
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When a new client reads through a Docsend document, send a Slack notification
1
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Get an SMS When Someone Fully Reads a Specific Document
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Lawyer's Portal
2
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Get an Email for Every 100% Completion Visit
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Get an email when a new DocSend Applet is published
3
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Log Every New Visit to a Google Sheet
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Build your own DocSend and FollowUp.cc automations
Triggers (If this)
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Any new visit
This Trigger fires every time you get a new visit to any document.
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New reminder scheduled
This Trigger fires every time you schedule a new reminder.
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New Space created
This trigger fires when you create a new Space in DocSend.
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Reminder due
This Trigger fires every time a reminder is due.
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New Link created
This trigger fires when you create a new link in DocSend.
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New visit to a specific document
This Trigger fires every time you get a new visit to a specific document.
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Any new 100% completion visit
This Trigger fires every time you get a new visit where the visitor reads through the entirety of any document.
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New 100% completion visit to document
This Trigger fires every time you get a new visit where the visitor reads through the entirety of a specific document.
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Space Download
This trigger fires when a visitor downloads a space
Any new visit
This Trigger fires every time you get a new visit to any document.
New reminder scheduled
This Trigger fires every time you schedule a new reminder.
New Space created
This trigger fires when you create a new Space in DocSend.
Reminder due
This Trigger fires every time a reminder is due.
New Link created
This trigger fires when you create a new link in DocSend.
New visit to a specific document
This Trigger fires every time you get a new visit to a specific document.
Any new 100% completion visit
This Trigger fires every time you get a new visit where the visitor reads through the entirety of any document.
New 100% completion visit to document
This Trigger fires every time you get a new visit where the visitor reads through the entirety of a specific document.
Space Download
This trigger fires when a visitor downloads a space
Queries (With)
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History of 100% completion visits to document
This query returns a list of every time you get a new visit where the visitor reads through the entirety of a specific document.
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History of reminder is due
This query returns a list of when a reminder was due.
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History of Spaces created
This query returns a list of when you create a new Space in DocSend.
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History of reminders scheduled
This query returns a list of every time you schedule a new reminder.
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History of visits to a specific document
This query returns a list of every time you get a new visit to a specific document.
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History of visits
This query returns a list of every time you get a new visit to any document.
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History of 100% completion visits
This query returns a list of every time you get a new visit where the visitor reads through the entirety of any document.
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History of Links created
This query returns a list of when you create a new link in DocSend.
History of 100% completion visits to document
This query returns a list of every time you get a new visit where the visitor reads through the entirety of a specific document.
History of reminder is due
This query returns a list of when a reminder was due.
History of Spaces created
This query returns a list of when you create a new Space in DocSend.
History of reminders scheduled
This query returns a list of every time you schedule a new reminder.
History of visits to a specific document
This query returns a list of every time you get a new visit to a specific document.
History of visits
This query returns a list of every time you get a new visit to any document.
History of 100% completion visits
This query returns a list of every time you get a new visit where the visitor reads through the entirety of any document.
History of Links created
This query returns a list of when you create a new link in DocSend.
How to connect DocSend and FollowUp.cc
Find or create an Applet
Start by discovering an automation to connect or customizing your own. It's quick and easy.Connect IFTTT to your accounts
Securely connect your DocSend and FollowUp.cc accounts.Finalize and customize your Applet
Review your trigger and action settings. Your Applet is ready to go!Upgrade your automations with
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About DocSend
DocSend tells you what happens to your documents after you send them. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
DocSend tells you what happens to your documents after you send them. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.
About FollowUp.cc
FollowUp.cc is a timed email reminder system that gives users the ability to create reminders via email through formatted email addresses in the TO, CC and BCC fields. Allows users to set time based email reminders for individuals or from groups for single or recurring events.
FollowUp.cc is a timed email reminder system that gives users the ability to create reminders via email through formatted email addresses in the TO, CC and BCC fields. Allows users to set time based email reminders for individuals or from groups for single or recurring events.