An automated workflow using ifttt
Connects DocSend + Dropbox
Keep Documents
About this workflow template
This automation scenario allows you to connect DocSend and Dropbox
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
DocSend and Dropbox can also be integrated using automation tools other than ifttt:
How it works?
When this trigger fires in DocSend
Any new visit in DocSend
This Trigger fires every time you get a new visit to any document.
Then this action happens in Dropbox
Create a text file in Dropbox
This Action will create a new text file at the path you specify.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Keep Documents.
Part I
Configure Applications
First, we need to connect DocSend and Dropbox to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect DocSend to IFTTT.
Give IFTTT access to your DocSend account, using DocSend credentials.
Connect Dropbox to IFTTT.
Give IFTTT access to your Dropbox account, using Dropbox credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for DocSend
Choose the following trigger: Any new visit (This Trigger fires every time you get a new visit to any document.).
Then set up an Action for Dropbox
Choose this action: Create a text file (This Action will create a new text file at the path you specify.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between DocSend and Dropbox.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Keep Documents!
Related Automation Templates
Supported triggers and actions
New file in folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateioNew file in your folder
This Trigger fires every time any file is saved in the folder you specify. NOTE: will process up to 15 files per polling period.
triggerbyiftttNew or modified file or folder
New or modified file or folder
triggerbypipedreamNew folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 4000.
triggerbyzapierautomateiopipedreamWatch files
Triggers when a file is added in a folder being watched. This module retrieves number of files/folders till 4000.
triggerbyintegromatNew file
Triggers when a new file is added to a specific folder.
triggerbypabbly-connectpipedream
New visit
Triggers when you get a new visit.
triggerbyzapierNew 100% completion visit to document
Triggers when you get a new visit where the visitor reads through the entirety of a specific document.
triggerbyzapieriftttAny new visit
This Trigger fires every time you get a new visit to any document.
triggerbyiftttNew link created
This trigger fires when you create a new link in DocSend.
triggerbyzapieriftttNew space download
Triggers when you get a new download event in Spaces.
triggerbyzapierNew 100% completion visit
Triggers when you get a new visit where the visitor reads through the entirety of any document.
triggerbyzapier
Apps you need
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.
