Connect Pastel and docsend to Build Intelligent Automations

Choose a Trigger

Pastel

When this happens...

Choose an Action

docsend

Automatically do this!

Enable Integrations or automations with these events of Pastel and docsend

Enable Integrations or automations with these events of Pastel and docsend

Triggers

New Canvases

New Canvases

Triggers when a new canvas is created.

New Project

New Project

Triggers when a new Project is created.

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Frequently Asked Questions

How do I start an integration between Pastel and docsend?

To start, connect both your Pastel and docsend accounts to viaSocket. Once connected, you can set up a workflow where an event in Pastel triggers actions in docsend (or vice versa).

Can we customize how data from Pastel is recorded in docsend?

Absolutely. You can customize how Pastel data is recorded in docsend. This includes choosing which data fields go into which fields of docsend, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pastel and docsend?

The data sync between Pastel and docsend typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pastel to docsend?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pastel and docsend?

Yes, you can set conditional logic to control the flow of data between Pastel and docsend. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pastel

About Pastel

Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.

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docsend

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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