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Automate your DocSend integrations

DocSend and IFTTT let you build automations around document visits and engagement, so you can follow up with the right people at the right time. 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.

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Create your own DocSend workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

13 triggers, queries, and actions

Any new visit

Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to any document.

New Space created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when you create a new Space in DocSend.

New Link created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when you create a new link in DocSend.

New visit to a specific document

Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to a specific document.

Any new 100% completion visit

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time you get a new visit where the visitor reads through the entirety of a specific document.

Space Download

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a visitor downloads a space

History of 100% completion visits to document

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
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 Spaces created

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new Space in DocSend.

History of visits to a specific document

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to a specific document.

History of visits

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to any document.

History of 100% completion visits

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
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

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new link in DocSend.

Any new visit

Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to any document.

New Space created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when you create a new Space in DocSend.

New Link created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when you create a new link in DocSend.

New visit to a specific document

Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
This Trigger fires every time you get a new visit to a specific document.

Any new 100% completion visit

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
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

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This Trigger fires every time you get a new visit where the visitor reads through the entirety of a specific document.

Space Download

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a visitor downloads a space

History of 100% completion visits to document

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
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 Spaces created

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of when you create a new Space in DocSend.

History of visits to a specific document

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to a specific document.

History of visits

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit to any document.

History of 100% completion visits

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time you get a new visit where the visitor reads through the entirety of any document.

Automate DocSend from your AI assistant

Ask OpenClaw to create DocSend applets that track document activity and visits, all from your AI assistant, with IFTTT MCP.

Set up IFTTT MCP

Connect DocSend to these apps and more

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How to connect to a DocSend automation

Find an Applet using DocSend and Slack

Find an automation to connect to, or create your own!

Connect IFTTT to your accounts

Securely connect the Applet services to your respective accounts.

Finalize and customize your Applet

Review trigger and action settings, and click connect. Simple as that!
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USE CASE

Sales lead tracking automation

Automate notifications to your sales team when a potential client visits your DocSend documents, ensuring timely follow-ups via Slack notifications.

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More credits, more DocSend Applets

  • Connect to more Applets

    More credits, more possibilities

    Get more credits per month to power more automation activity.
  • If a new calendar event is added, with an AI prompt, then an AI agent runs actions across your services

    Power more advanced automations

    Use credits to power your automations, including actions that require more processing.
  • Get access to faster speeds

    Access faster speeds and higher rate limits

    Get faster updates and more actions with increased rate limits and more frequent checks.

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.

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