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Other popular DocSend workflows and automations
- When a new client reads through a Docsend document, send a notification
- When a new client reads through a Docsend document, send a Slack notification
- Keep Documents
- When a user completes a DocSend doc, add them to my MailChimp list
- Lawyer's Portal
Useful DocSend and Google Sheets integrations
Triggers (If this)
- Any new visitThis Trigger fires every time you get a new visit to any document.
- New spreadsheet added to folderThis trigger fires when a new spreadsheet is added to a Google Drive folder you specify. Note: only works for spreadsheets created after the Applet turned on.
- New Space createdThis trigger fires when you create a new Space in DocSend.
- New worksheet in spreadsheetThis trigger fires when a new worksheet is added to a spreadsheet you specify.
- New Link createdThis trigger fires when you create a new link in DocSend.
- New row added to spreadsheetThis trigger fires when a new row is added to a spreadsheet you specify.
- New visit to a specific documentThis Trigger fires every time you get a new visit to a specific document.
- Cell updated in spreadsheetThis trigger fires when a particular cell is updated within the spreadsheet you specify.
- Any new 100% completion visitThis Trigger fires every time you get a new visit where the visitor reads through the entirety of any document.
- New 100% completion visit to documentThis Trigger fires every time you get a new visit where the visitor reads through the entirety of a specific document.
- Space DownloadThis trigger fires when a visitor downloads a space
Queries (With)
- Current values of a rowThis query returns the current values in a given row. Values from columns A-Z are available as ingredients.
- History of 100% completion visits to documentThis query returns a list of every time you get a new visit where the visitor reads through the entirety of a specific document.
- Current value of a cellThis query returns the current value of a single cell in your spreadsheet.
- History of Spaces createdThis query returns a list of when you create a new Space in DocSend.
- History of rows added to spreadsheetThis query returns a list of when a new row is added to a spreadsheet you specify.
- History of visits to a specific documentThis query returns a list of every time you get a new visit to a specific document.
- History of when Cell was updated in spreadsheetThis query returns a list of when a particular cell was updated within the spreadsheet you specify.
- History of visitsThis query returns a list of every time you get a new visit to any document.
- History of spreadsheets added to folderThis query returns a list of when a new spreadsheet is added to a Google Drive folder you specify. Note: only works for spreadsheets created after the Applet turned on.
- History of 100% completion visitsThis query returns a list of every time you get a new visit where the visitor reads through the entirety of any document.
- History of worksheets in spreadsheetThis query returns a list of when a new worksheet is added to a spreadsheet you specify.
- History of Links createdThis query returns a list of when you create a new link in DocSend.
Actions (Then that)
- Add row to spreadsheetThis action will add a single row to the bottom of the first worksheet of a spreadsheet you specify. Note: a new spreadsheet is created after 2000 rows.
- Update cell in spreadsheetThis action will update a single cell in the first worksheet of a spreadsheet you specify. Note: a new spreadsheet is created if the file doesn't exist.
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