Lawyer's Portal
Other popular DocSend workflows and automations
-
3
-
-
Get a Slack Alert for Every New Visit to a Specific Document
-
-
Log Every New Visit to a Google Sheet
-
-
Get an Email for Every 100% Completion Visit
-
-
Get an SMS When Someone Fully Reads a Specific Document
-
-
Get a Notification When a New Space is Created
-
-
Get a Slack Message When a New Link is Created
-
-
When a user completes a DocSend doc, add them to my MailChimp list
-
-
Get an email when DocSend publishes a new trigger or action
12
-
Create your own DocSend and Kit 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.
16 triggers, queries, and actions
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.
Any new 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 to 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.
New Kit subscriber
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 new subscriber is created within your account.
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 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 visit to a specific 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 to 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
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 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 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.
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
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 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.
Add subscriber to form
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action subscribes someone to a specific form.
Add tag to subscriber
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a subscriber to a specific tag.
Add subscriber to form
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action subscribes someone to a specific form.
Add tag to subscriber
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will add a subscriber to a specific tag.
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.
Any new 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 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 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 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.
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
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 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.
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.
New Kit subscriber
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 new subscriber is created within your account.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
GET STARTED
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!Upgrade your automations with
-
Connect to more Applets
Connect up to 20 automations with Pro, and unlimited automations with Pro+ -
Add multiple actions with exclusive services
Add real-time data and multiple actions for smarter automations -
Get access to faster speeds
Get faster updates and more actions with higher rate limits and quicker checks
More on DocSend and Kit
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 Kit
Kit (formerly ConvertKit) is the email marketing platform designed for creators, helping you build, grow, and monetize your audience. Easily create landing pages and forms to capture new subscribers, send engaging email broadcasts and automated sequences, and sell digital products directly. Connect Kit to IFTTT to automatically add new subscribers and apply tags from other apps, or trigger actions in your other services whenever a new subscriber joins your list. Streamline your entire creator business and build stronger connections with your audience through powerful automation.
Kit (formerly ConvertKit) is the email marketing platform designed for creators, helping you build, grow, and monetize your audience. Easily create landing pages and forms to capture new subscribers, send engaging email broadcasts and automated sequences, and sell digital products directly. Connect Kit to IFTTT to automatically add new subscribers and apply tags from other apps, or trigger actions in your other services whenever a new subscriber joins your list. Streamline your entire creator business and build stronger connections with your audience through powerful automation.