When a user completes a DocSend doc, add them to my MailChimp list
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Triggers (If this)
Queries (With)
Actions (Then that)
Other popular DocSend workflows and automations
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Get an Email for Every 100% Completion Visit
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Get a Notification When a New Space is Created
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Keep Documents
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When a new client reads through a Docsend document, send a notification
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When a new client reads through a Docsend document, send a Slack notification
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- 27+
Busy Weekend Adventures -
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Get an SMS When Someone Fully Reads a Specific Document
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Log Every New Visit to a Google Sheet
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Useful DocSend and Evernote integrations
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 note in a notebook
This Trigger fires every time you create a new note in a specific notebook.
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New Space created
This trigger fires when you create a new Space in DocSend.
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Add a specific tag to note
This Trigger fires every time you add a specific tag to any of your notes.
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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 note in a notebook
This Trigger fires every time you create a new note in a specific notebook.
New Space created
This trigger fires when you create a new Space in DocSend.
Add a specific tag to note
This Trigger fires every time you add a specific tag to any of your notes.
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 Spaces created
This query returns a list of when you create a new Space in DocSend.
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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 Spaces created
This query returns a list of when you create a new Space in DocSend.
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.
Actions (Then that)
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Create a note
This Action will create a new note in the notebook you specify.
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Append to note
This Action will append to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
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Append a to-do to note
This Action will append a to-do checkbox to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
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Create a link note
This Action will create a new link note from a source URL in the notebook you specify.
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Create image note from URL
This Action will create a new note with an image attachment in the notebook you specify.
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Create an audio note from URL
This Action will create a new note with an audio attachment in the notebook you specify.
Create a note
This Action will create a new note in the notebook you specify.
Append to note
This Action will append to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
Append a to-do to note
This Action will append a to-do checkbox to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
Create a link note
This Action will create a new link note from a source URL in the notebook you specify.
Create image note from URL
This Action will create a new note with an image attachment in the notebook you specify.
Create an audio note from URL
This Action will create a new note with an audio attachment in the notebook you specify.
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