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1. Choose trigger event

2. Choose action

1. Select the event

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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 "Create a Contact" in Uptics.

You’re connected!

Zapier seamlessly connects DocSend and Uptics, 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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New Contact
Triggers when a new contact created in CRM.
Trigger
Instant
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New Email Activity
Triggers when a new email activity created in CRM.
Trigger
Instant
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New Task
Triggers when new task created in CRM.
Trigger
Instant
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New Tag
Triggers when a new tag is applied on the contact.
Trigger
Instant
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- Email
- First Name
- Last Name
- Phone Number
Action
Write

- Email
- Note
  Required
Action
Write

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
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New Deal
Triggers when a new deal created in CRM.
Trigger
Instant
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New Note
Triggers when a new note created in CRM.
Trigger
Instant
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New Selected Tag
Triggers when the selected tag is applied on the contact.
Trigger
Instant
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- Email
- First Name
- Last Name
- Phone Number
Action
Write
- Email
- Name
  Required
Action
Write
- Email
- Title
  Required
- Description
  Required
- Due Date
  Required
- Type
  Required
Action
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 Uptics 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.

Make work flow with AI

Level up your DocSend to Uptics 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.

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About Uptics

The modern, all-in-one, sales software for SMBs that adds the gift of automation.

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