Get a Slack Message When a New Link is Created
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Get an SMS When Someone Fully Reads a Specific Document
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Lawyer's Portal
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When a new client reads through a Docsend document, send a Slack notification
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Keep Documents
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Get a Notification When a New Space is Created
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When a new client reads through a Docsend document, send a notification
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Get an email when a new DocSend Applet is published
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Create your own DocSend and Overlord - AI accountability partner 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.
26 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
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.
Notify Overlord about if case
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 notify Overlord about the if trigger case.
Send Overlord a custom message
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 will tell Overlord a custom message of your choosing.
Send Overlord the location you have departed from
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 notify Overlord about your departure from a configured location.
Send Overlord the location you've arrived at
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 notify Overlord about your arrival at a configured location.
Tell Overlord I have finished my pomodoro session
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 tell Overlord that you have finished your pomodoro session.
Tell Overlord I have started a pomodoro session
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 tell Overlord that you have started a pomodoro session.
Tell Overlord to start a routine
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 tell Overlord to start one of your routines.
Tell Overlord you are in bed
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 tell Overlord that you are in bed.
Tell Overlord you have finished a work session
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 tell Overlord that you have finished a work session
Tell Overlord you have started a work session
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 notify Overlord that you have started a work session.
Tell Overlord you have started working out
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 notify Overlord that you have started working out.
Tell Overlord you have woken up
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 tell Overlord that you have woken up.
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 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.
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!
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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!Upgrade your automations with
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More on DocSend and Overlord - AI accountability partner
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 Overlord - AI accountability partner
Overlord is your personal AI accountability partner. It can use integrations to monitor you, call, message and notify you to check in, and take action when necessary.
Overlord is your personal AI accountability partner. It can use integrations to monitor you, call, message and notify you to check in, and take action when necessary.