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How to Push DocSend to Airtable Using Zapier

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It is very easy to push DocSend to Airtable using Zapier. Here’s a quick tutorial on how to do it:

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  1. Navigate to the left-side panel and then click 'Create'.
  2. Select 'Zaps' from the list of options.
  3. After that, tap the 'Trigger' tab to start the integration process.
  4. Search for 'DocSend' and select it from the suggested results.
  5. Next, specify your preferred 'Trigger Event'.
  6. Tap 'Sign In' afterwards, then log into your DocSend account.
  7. Subsequently, click 'Allow' to grant the necessary permissions.
  8. Click 'Test Trigger' to run your input.
  9. Following that, tap 'Continue With Selected Record' to proceed further.
  10. Search for 'Airtable' afterwards, then choose it as the Action app.
  11. Next, click the drop-down menu and select the specific 'Action Event' you prefer to use.
  12. Click 'Sign In' afterwards and then log into your Airtable account.
  13. Subsequently, pick your preferred Airtable workspace and then tap 'Grant Access' to continue.
  14. One by one, fill out the input fields with the required information associated with the integration.
  15. Once done, tap 'Continue' to publish and enable the integration.
  16. After completing these steps, your DocSend data will be pushed to Airtable based on your input.
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