Connect DocSend and Relate to automate any workflow
How Zapier works
Zapier makes it easy to integrate DocSend with Relate - no code necessary. See how you can get setup in minutes.
Connect DocSend and Relate to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Link Created
This trigger fires when you create a new link in DocSend.
Try It - New Space Download
Triggers when you get a new download event in Spaces.
Try It - Contact Created
Triggers when a new contact is created. Return contact data with custom fields.
Try It - Deal Assignee Updated
Triggers when a deal assignee is updated. Return deal data with custom fields.
Try It
- New Space Created
This trigger fires when you create a new Space in DocSend.
Try It - DocumentRequired
- 100% Completion
Try It- Contact Deleted
Triggers when a contact is deleted. Return contact data with custom fields.
Try It - Deal Created
Triggers when a new deal is created. Return deal data with custom fields.
Try It