MyDocSafe Integrations
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Google Sheets
Google, Spreadsheets
ClickUp
Project Management
Gmail
Email, Google
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Developer Tools, Zapier
Slack
Team Chat
Salesforce
CRM (Customer Relationship Management)
FreshBooks
Accounting
Mailchimp
Email Newsletters
Microsoft Outlook
Email, MicrosoftGoogle Sheets
Google, SpreadsheetsClickUp
Project ManagementGmail
Email, GoogleFilter by Zapier
Developer Tools, ZapierSlack
Team ChatSalesforce
CRM (Customer Relationship Management)Google Sheets
Google, SpreadsheetsClickUp
Project ManagementGmail
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Popular ways to use MyDocSafe workflows
Create Salesforce contacts from new MyDocSafe forms
Create Salesforce contacts from new MyDocSafe formsPremiumCreate/update Xero contacts for new forms in MyDocSafe
Create/update Xero contacts for new forms in MyDocSafePremiumCreate Quickbooks Online customers from new MyDocSafe forms
Create Quickbooks Online customers from new MyDocSafe formsPremiumUpdate Salesforce contacts for new completed MyDocSafe esigns
Update Salesforce contacts for new completed MyDocSafe esignsPremiumUpdate Salesforce contacts for esign rejections in MyDocSafe
Update Salesforce contacts for esign rejections in MyDocSafePremium
- Form SubmissionTriggers when a from of that company is submitted.Trigger
- Proposal LostTriggers when a proposal is lost.Trigger
- Proposal SentTriggers when a proposal is sent.Trigger
- Proposal StartedTriggers when a proposal is started.Trigger
- Proposal WonTriggers when a proposal is won.Trigger
- Sign CompletedTriggers when a document sign is completed.Trigger
- Sign RejectedTriggers when a document signature is rejected.Trigger
- Sign Request SentTriggers when a document sign request is sent.Trigger
About MyDocSafe
MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.
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