You're tracking investor relationships in Attio but document engagement data lives separately. You can't see the full picture because views and communications aren't in the same place.
With Papermark you can webhooks and visitor identification to solve this end-to-end with real-time analytics.
How it works
Step by step
Step 1. Upload your ppm
Open Papermark and create a new data room. Upload your fund documents including the PPM, subscription docs, and track record. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.
Step 2. Set up access controls for LPs and prospective investors
Configure your security settings. In Papermark link settings, enable Visitor identification. Every viewer is verified before they can access a single page. You control exactly who among your LPs and prospective investors sees which documents.
Step 3. Share the portal link with your LPs and track engagement
Generate a secure link and share the portal link with your lps. Papermark tracks every interaction in real-time. See which LPs opened your fund documents, how long they spent on each page, and which sections they revisited. Open the analytics dashboard to see all engagement data as it happens.
Step 4. Create a webhook to connect external tools
Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when LPs and prospective investors open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.
Step 5. Choose which events trigger your automation
Pick the events relevant to your workflow. For tracking LPs and prospective investors engagement, select "Link Viewed". For monitoring downloads of sensitive ppm, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 6. Sync document view events to investor contact records and deal objects
Sync document view events to investor contact records and deal objects. Connect Attio through Zapier, Make, or n8n as middleware. When LPs and prospective investors view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Attio automatically.
Step 7. Connect Papermark webhook to Attio record update
In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Connect Papermark webhook to Attio record update. Now every time LPs and prospective investors view your ppm, Zapier runs your automation.
Tools and integrations
Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.
Attio via webhook
Sync document view events to investor contact records and deal objects
Connect through Papermark webhooks via Zapier, Make, or n8n
Zapier Webhook middleware
Connect Papermark webhook to Attio record update
