Docage Integrations

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    Docage Integration Details

    The following Docage Triggers, Searches, Filters, and Actions are supported by Zapier:

    Triggers

    Actions

    • Create Contact

      Creates a Contact

    • Create Full Transaction From Template

      Creates a full Transaction from a Transaction Template

    • Add Contacts to Box

      Adds Contacts to a Box

    • Add Contact to Boxes

      Adds a Contact to Boxes

    • Create Box

      Creates a Box

    Searches

    • Find Contact by Email

      Finds a Contact by its Email

    • Find Box by Id

      Finds a Box by its Id

    • Find Box by Name

      Finds a Box by its Name

    • Find Contact by Id

      Finds a Contact by its Id

    • Find Transaction by Name

      Finds a Transaction (or a Transaction Template) by its Name

    • Find or Create Box

      Finds a Box by its Name

    • Find or Create Contact

      Finds a Contact by its Email

    • Find or Create Transaction

      Finds a Transaction (or a Transaction Template) by its Name

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