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Quickly connect DocSend to Slack with a Zapier template.

Our most popular template

Get Slack notifications for new DocSend visits
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DocSend + Slack
Send direct messages in Slack for new DocSend visits
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DocSend + Slack
Send private channel messages in Slack for new DocSend visits
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DocSend + Slack
Send channel messages in Slack for new links created in DocSend
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DocSend + Slack
Send channel messages in Slack when new spaces are created in DocSend
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DocSend + Slack
Send Slack messages for new DocSend space downloads
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DocSend + Slack

Get Slack notifications for new DocSend visits

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DocSend + Slack

Send direct messages in Slack for new DocSend visits

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DocSend + Slack

Send private channel messages in Slack for new DocSend visits

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DocSend + Slack

Send channel messages in Slack for new links created in DocSend

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DocSend + Slack

Send channel messages in Slack when new spaces are created in DocSend

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DocSend + Slack

Send Slack messages for new DocSend space downloads

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DocSend + Slack

How Zapier works

Zapier makes it easy to integrate DocSend with Slack - no code necessary. See how you can get setup in minutes.

Select a trigger from DocSend

A trigger is an event that starts your Zap and runs the workflow. For example, with DocSend, a trigger could be "New Link Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Slack

An action is what takes place after the automation is triggered. For example, with Slack, the action could be "Add Reminder."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DocSend to Slack

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

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

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Frequently Asked Questions about DocSend + Slack integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with DocSend and Slack

How do I set up the integration between DocSend and Slack?

To set up the integration, you'll need to connect both your DocSend and Slack accounts through our platform. Once connected, you can create workflows that might involve triggers like a document being viewed in DocSend, which prompts a notification to be sent in a designated Slack channel.

What triggers are available for DocSend in the integration?

We offer several triggers for DocSend, such as when a document is created, viewed, downloaded, or when specific visitor activities occur on your documents. These triggers allow you to automate actions in Slack once an event happens in DocSend.

Can I customize the alerts that are sent to Slack from DocSend?

Yes, you can customize alerts by setting specific filters and conditions within our platform. For instance, you can choose to receive notifications only when certain documents are viewed by specific email addresses or domains.

Are there actions supported in this integration from Slack back to DocSend?

Currently, our integration primarily focuses on sending notifications from DocSend to Slack based on document-related triggers. Actions from Slack that affect DocSend aren't supported at this time.

Do I need special permissions in my team’s Slack workspace to enable this integration?

Yes, typically you'd require administrative permissions on your Slack workspace because the integration involves altering settings and authorizing access between apps. Ensure that your role allows app installations and configurations in your team’s environment.

How can I stop receiving notifications in Slack from specific DocSend documents?

You can manage which notifications you receive by editing or removing the corresponding workflow within our platform. If there's a specific document you no longer want updates for, simply adjust the trigger settings related to that document’s activity.

What should I do if I'm not receiving expected alerts from the integration?

If expected alerts are missing, check if the correct workflows are active and properly set up with appropriate triggers. Ensure both platforms have been authenticated successfully and no changes have been made to permissions or account settings.

Connect DocSend and Slack 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.

An illustration representing how to automate lead management with Zapier.

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.

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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.

An illustration representing how to automate customer support with Zapier.

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.

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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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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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- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Scheduled
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- Zap Identifier
- Access type
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Text
  Required
- Remind when?
  Required
- User
Action
Write
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Zap Identifier
Action
Write
- Channel
  Required
- Topic
  Required
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- Email
- Optimized data
Action
Search
- Full Name
  Required
- Optimized data
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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New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
  Required
- Reaction
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Channel
  Required
- Users
  Required
Action
Write
- Send Multi Message
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel
  Required
- Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- ID
  Required
- Optimized data
Action
Search
- Bot Name
- Optimized data
Action
Search

Learn how to automate Slack on the Zapier blog

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 Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.