Keep Documents
Popular DocSend workflows & automations
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18
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Lawyer's Portal
3
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When a new client reads through a Docsend document, send a notification
3
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When a new client reads through a Docsend document, send a Slack notification
1
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When a user completes a DocSend doc, add them to my MailChimp list
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Get an SMS When Someone Fully Reads a Specific Document
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Get a Slack Alert for Every New Visit to a Specific Document
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Get a Notification When a New Space is Created
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Get an Email for Every 100% Completion Visit
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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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a visitor downloads a space
History of 100% completion visits to document
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
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
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
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
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
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
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 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a visitor downloads a space
History of 100% completion visits to document
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
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
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
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
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
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.
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How to connect to a DocSend automation
Find an automation using DocSend
Find an automation to connect to, or create your own!Connect IFTTT to your DocSend account
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!
USE CASE
Email list building
Automatically add contacts to your Mailchimp list when they complete your DocSend documents, helping you effortlessly grow your email marketing list.
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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.