When a new client reads through a Docsend document, send a Slack notification
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Triggers (If this)
Queries (With)
Actions (Then that)
Other popular DocSend workflows and automations
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Keep Documents
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Lawyer's Portal
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Busy Weekend Adventures -
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When a user completes a DocSend doc, add them to my MailChimp list
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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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Get a Slack Message When a New Link is Created
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Log Every New Visit to a Google Sheet
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Useful DocSend and Switchur App 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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An automation is checked
This trigger fires when an automation is evaluated.
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New Space created
This trigger fires when you create a new Space in DocSend.
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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.
An automation is checked
This trigger fires when an automation is evaluated.
New Space created
This trigger fires when you create a new Space in DocSend.
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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Update a Switchboard Switch
Use this action to turn on, turn off, or toggle a Switchboard Switch.
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Update a Switchboard Counter
Use this action to set, increment, or decrement a Switchboard Counter.
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Update a Switchboard Keyword
Use this action to assign a word or short sentence to a Switchboard Keyword.
Update a Switchboard Switch
Use this action to turn on, turn off, or toggle a Switchboard Switch.
Update a Switchboard Counter
Use this action to set, increment, or decrement a Switchboard Counter.
Update a Switchboard Keyword
Use this action to assign a word or short sentence to a Switchboard Keyword.
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