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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Link Created" from DocSend.

Add your action

An action happens after the trigger—such as "Add Contact to Box" in Streak.

You’re connected!

Zapier seamlessly connects DocSend and Streak, automating your workflow.

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.
Trigger
Instant
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New Space Download
Triggers when you get a new download event in Spaces.
Trigger
Instant
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- Pipeline
  Required
Trigger
Instant
Try It
- Stage
- Field
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It

- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It

- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Organization Name
  Required
- Website(s)
  Required
- Industry
- Phone Number(s)
- Address
- Employee Count
- Logo URL
- Twitter
- Facebook
- LinkedIn
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Message
  Required
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Organization Name
  Required
- Notes
- Assigned To
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- File Key
  Required
Action
Write
- Pipeline
  Required
- Box Name or Key
  Required
- Box Names or Keys
  Required
Action
Write
- Contact Key
  Required
- Contact First Name
- Contact Last Name
- Contact Email
  Required
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Number(s)
- Address
- Contact Notes
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Teams
Action
Search

New Space Created
This trigger fires when you create a new Space in DocSend.
Trigger
Instant
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- Document
  Required
- 100% Completion
Trigger
Instant
Try It
- Stage
- Pipeline
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
Try It
- Team Key
  Required
Trigger
Instant
Try It
- Pipeline
  Required
Trigger
Instant
Try It
- Box Key
  Required
- Contact Email
  Required
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- Pipeline
  Required
- Organization Name
  Required
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or Key
  Required
- Pipeline
  Required
- Text
  Required
- Due Date
- Assigned To
Action
Write
- Assigned To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread Key
  Required
Action
Write
- Box Name or Key
  Required
- Meeting Type
  Required
- Start Time
  Required
- End Time
- Notes
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- Pipeline
  Required
- Organization Name
  Required
- Assigned To
- Notes
- GmailThreadID
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DocSend and Streak to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Streak on the Zapier blog

Make work flow with AI

Level up your DocSend to Streak integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Connect DocSend to Streak on the world's largest no-code automation platform

Explore DocSend + Streak Integrations

gmail

Explore DocSend + Streak Integrations

gmail

Connect DocSend and Streak to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect DocSend and Streak to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Streak on the Zapier blog

6 ways to automate Streak with Zapier

Make work flow with AI

Connect DocSend to Streak on the world's largest no-code automation platform

Explore DocSend + Streak Integrations

Explore DocSend + Streak Integrations