MyDocSafe Integrations

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Google +1

Google, Spreadsheets

Email +1

Email, Google

Team Chat

CRM (Customer Relationship Management) +1

CRM (Customer Relationship Management), Premium

Accounting

File Management & Storage +1

File Management & Storage, Google

Email +1

Email, Microsoft

File Management & Storage

Accounting +1

Accounting, Premium

Accounting +1

Accounting, Premium

Transactional Email

Project Management

Beta +1

Beta, Proposal & Invoice Management

Beta +1

Beta, Payment Processing

Create Salesforce contacts from new MyDocSafe forms
MyDocSafe + Salesforce
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Create/update Xero contacts for new forms in MyDocSafe
MyDocSafe + Xero
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Create Quickbooks Online customers from new MyDocSafe forms
MyDocSafe + QuickBooks Online
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Create Google Sheets rows for new MyDocSafe forms
MyDocSafe + Google Sheets
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Update Salesforce contacts for new completed MyDocSafe esigns
MyDocSafe + Salesforce
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Update Salesforce contacts for esign rejections in MyDocSafe
MyDocSafe + Salesforce
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