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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 Comment to a Lead" in Yuccan.

You’re connected!

Zapier seamlessly connects DocSend and Yuccan, 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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- Lead ID (optional, for Search only)
Trigger
Instant
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Lead Affected
Lead has been affected to another Sales Rep.
Trigger
Instant
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New Ambassador
Triggers when a new Ambassador joined your program.
Trigger
Instant
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New Satisfaction Survey
Triggers when a new customer satisfaction survey is created.
Trigger
Instant
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- Lead ID (optional, for Search only)
- Comment
  Required
- Notify Ambassador
- Author (SalesRep ID)
- Locale
Action
Write

- Lead ID
  Required
- Custom message (optional)
- Lead full name (depreciated)
- Locale
- Company ID (Partnership only)
Action
Write
- Company name
  Required
- Postal address
  Required
- Plan unique identifier (ID)
  Required
- Company Size
  Required
- Primary Company unique identifier (ID)
- External unique identifier (ID)
- Locale
Action
Write
- Sales Rep ID
  Required
Action
Write
- Satisfaction Questionnaire ID
  Required
- Sales Rep
  Required
- First name
  Required
- Last name
  Required
- Email address
  Required
- Customer Phone Number
- Metadata
- Company ID (Partnership only)
- Locale
Action
Write
- Lead ID
  Required
- Target step
  Required
- Reward Level Name
- Reset Reward Level
- Custom message (optional)
- Bonus payment
- Revenue generated
- Estimated payment date
- Validated by Sales Rep
- Invite Lead in Ambassador Program
- Lead full name (depreciated)
- Sales Rep's First Name (Depreciated)
- Sales Rep's Last name (Depreciated)
- Locale
Action
Write
- Search by name
Action
Search
- Search by name
- Search in data (Name of the field)
- Search in data (Value of the field)
- Lead ID
  Required
- Company ID (Partnership only)
Action
Search
- Company name
  Required
- Lead ID
  Required
- Company ID (Partnership only)
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
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Invitation Answered
Triggers when an invitation has been answered by an Ambassador.
Trigger
Instant
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Lead Updated
Triggers when a Lead is updated on Yuccan Lead.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Satisfaction Survey Answered
Triggers when a customer answers a satisfaction survey
Trigger
Instant
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- Lead ID
  Required
- Sales Rep ID
  Required
- Locale
Action
Write
- Ambassador Unique ID
  Required
- Ambassador List
  Required
- Action
  Required
Action
Write
- Branch
  Required
- First name
  Required
- Last name
  Required
- Email address
  Required
- Job position unique identifier (ID)
  Required
- Permissions
- Display on mobile app
- Enable monthly performance notification
- Notify by email
- Manager
- External unique identifier (ID)
- Locale
Action
Write
- Ambassador ID
  Required
- Sales Rep in charge
- Lead's full name
  Required
- Custom fields
  Required
Action
Write
- Branch
- First name
  Required
- Last name
  Required
- Email address
  Required
- Relationship
  Required
- Customer Phone Number
- Sales Rep
  Required
- Welcome gift amount
- Welcome gift ways and means
- Locale
Action
Write
- Email address
  Required
- Customer Phone Number
- Company ID (Partnership only)
Action
Search
- Only for answers
- Branch
  Required
- Sales Rep
  Required
- Invitation source
- Company ID (Partnership only)
Action
Search
- Email address
  Required
- First name
  Required
- Last name
  Required
- First account created
- Has Permission(s)
- Company ID (Partnership only)
Action
Search

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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

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

Connect DocSend and Yuccan 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 Yuccan 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 Yuccan

Yuccan helps companies build successful customer satisfaction experiences. Journey starts with a satisfaction survey, and ends with a powerful referral program

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