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DocSend to MeisterTask integrations

Automate your workflows between DocSend and MeisterTask with IFTTT.

Create your own DocSend and MeisterTask 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.

19 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 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

Task assigned to me

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 task is assigned to you.

Task created in project

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 task is created in the specified project. Please note that this Trigger does not fire when a task is moved from a different project.

Task created in section

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 task is created in the specified section. Please note that this Trigger does not fire when a task is moved from a different section.

History if instances when a task was assinged to me

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 instances when a task was assigned to you.

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 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 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.

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 task created in project

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 a new task was created in the specified project.

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 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.

Create a task

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 create a new task in the section you specify.

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.

Create a task

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 create a new task in the section you specify.

History if instances when a task was assinged to me

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 instances when a task was assigned to you.

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 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 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.

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 task created in project

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 a new task was created in the specified project.

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 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.

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.

Build an automation in seconds!

You can add delays, queries, and more actions in the next step!

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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!
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More on DocSend and MeisterTask

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.

Connect DocSend

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About MeisterTask

MeisterTask is the most intuitive project and task management tool on the web.

Connect MeisterTask

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