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IRIS CRM + MyDocSafe

IRIS CRM + MyDocSafe

IRIS CRM + MyDocSafe integrations

Create new leads in IRIS CRM from MyDocSafe forms

When a form is submitted in MyDocSafe, a new lead in IRIS CRM will be created.

When this happens...
Form SubmissionTriggers when a from of that company is submitted.
TriggerInstant
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Create New LeadCreate a new lead.
ActionWrite

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More things you can do with MyDocSafe and IRIS CRM

Discover other triggers and actions you can use with MyDocSafe and IRIS CRM

- Company
  Required
- Form
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
Trigger
Instant
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- Company
  Required
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Instant
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Lead Deleted
Triggers when a lead is deleted.
Trigger
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- Info
- Current Status
  Required
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Instant
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Lead Restored
Triggers when a lead is restored.
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

About MyDocSafe

MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.

Related categories