DocSend integration with Filter by Nekton
How to Create DocSend visit follow-up reminders in Todoist
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create DocSend visit follow-up reminders in Todoist" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate DocSend integrations
DocSend helps you know which leads to reach out to, when you should reach out, and what you should talk about, all by telling you how they engage with your sales and m...
DocSend actions
Nekton can use any feature that is available in DocSend API.
Using our advanced AI, you can easily create custom automations for DocSend.
Here are some typical actions you can do in your automated workflows.
New Link Created
This trigger fires when you create a new link in DocSend.
New Space Download
Triggers when you get a new download event in Spaces.
New Space Created
This trigger fires when you create a new Space in DocSend.
New Visit
Triggers when you get a new visit.
About DocSend
DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.