It is very easy to push DocSend to Airtable using Zapier. Here’s a quick tutorial on how to do it:
- Navigate to the left-side panel and then click 'Create'.
- Select 'Zaps' from the list of options.
- After that, tap the 'Trigger' tab to start the integration process.
- Search for 'DocSend' and select it from the suggested results.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards, then log into your DocSend account.
- Subsequently, click 'Allow' to grant the necessary permissions.
- Click 'Test Trigger' to run your input.
- Following that, tap 'Continue With Selected Record' to proceed further.
- Search for 'Airtable' afterwards, then choose it as the Action app.
- Next, click the drop-down menu and select the specific 'Action Event' you prefer to use.
- Click 'Sign In' afterwards and then log into your Airtable account.
- Subsequently, pick your preferred Airtable workspace and then tap 'Grant Access' to continue.
- One by one, fill out the input fields with the required information associated with the integration.
- Once done, tap 'Continue' to publish and enable the integration.
- After completing these steps, your DocSend data will be pushed to Airtable based on your input.
