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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Log Every New Visit to a Google Sheet
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Get an SMS When Someone Fully Reads a Specific Document
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When a new client reads through a Docsend document, send a notification
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Get a Slack Message When a New Link is Created
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Get a Slack Alert for Every New Visit to a Specific Document
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Lawyer's Portal
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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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Useful DocSend and Zoho Notebook (India) integrations
Triggers (If this)
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New Reminder Created
This trigger fires when a new reminder is created
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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 Text notecard in Notebook
This trigger fires whenever a user creates a new Text notecard 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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New Image notecard in Notebook
This trigger fires whenever a user creates a new Image notecard in a specific notebook
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New Link created
This trigger fires when you create a new link in DocSend.
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New File notecard in Notebook
This trigger fires whenever a user creates a new File notecard in a specific notebook
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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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New Checklist notecard in Notebook
This trigger fires whenever a user creates a new Checklist notecard in a specific notebook
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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 Audio notecard in Notebook
This trigger fires whenever a user creates a new Audio notecard in a specific notebook
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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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New Sketch notecard in Notebook
This trigger fires whenever a user creates a new Sketch notecard in a specific notebook
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Space Download
This trigger fires when a visitor downloads a space
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New Bookmark notecard in Notebook
This trigger fires whenever a user creates a new Bookmark notecard in a specific notebook
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A Specific Tag is Associated
This trigger fires when a specific tag is associated to a notecard
New Reminder Created
This trigger fires when a new reminder is created
Any new visit
This Trigger fires every time you get a new visit to any document.
New Text notecard in Notebook
This trigger fires whenever a user creates a new Text notecard in a specific notebook
New Space created
This trigger fires when you create a new Space in DocSend.
New Image notecard in Notebook
This trigger fires whenever a user creates a new Image notecard in a specific notebook
New Link created
This trigger fires when you create a new link in DocSend.
New File notecard in Notebook
This trigger fires whenever a user creates a new File notecard in a specific notebook
New visit to a specific document
This Trigger fires every time you get a new visit to a specific document.
New Checklist notecard in Notebook
This trigger fires whenever a user creates a new Checklist notecard in a specific notebook
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 Audio notecard in Notebook
This trigger fires whenever a user creates a new Audio notecard in a specific notebook
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.
New Sketch notecard in Notebook
This trigger fires whenever a user creates a new Sketch notecard in a specific notebook
Space Download
This trigger fires when a visitor downloads a space
New Bookmark notecard in Notebook
This trigger fires whenever a user creates a new Bookmark notecard in a specific notebook
A Specific Tag is Associated
This trigger fires when a specific tag is associated to a notecard
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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Add Text Note
This action will create a Text notecard in notebook
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Create Notecard With HTML Content
This action will create a notecard with HTML content
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Create Image NoteCard
This action will create an image notecard in notebook
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Create Link Card
This action will create a link card in notebook
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Change Notebook Cover
This action will change a notebook cover
Add Text Note
This action will create a Text notecard in notebook
Create Notecard With HTML Content
This action will create a notecard with HTML content
Create Image NoteCard
This action will create an image notecard in notebook
Create Link Card
This action will create a link card in notebook
Change Notebook Cover
This action will change a notebook cover
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