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MyDocSafe Integrations

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Do more with MyDocSafe integrations

Zapier lets you connect MyDocSafe with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Integrate Google Sheets with MyDocSafe

Google Sheets

Google, Spreadsheets
Integrate ClickUp with MyDocSafe

ClickUp

Project Management
Integrate Gmail with MyDocSafe

Gmail

Email, Google
Integrate Filter by Zapier with MyDocSafe

Filter by Zapier

Developer Tools, Zapier
Integrate Slack with MyDocSafe

Slack

Team Chat
Integrate Salesforce with MyDocSafe

Salesforce

CRM (Customer Relationship Management)
Integrate FreshBooks with MyDocSafe

FreshBooks

Accounting
Integrate Mailchimp with MyDocSafe

Mailchimp

Email Newsletters
Integrate Microsoft Outlook with MyDocSafe

Microsoft Outlook

Email, Microsoft
Integrate Google Sheets with MyDocSafe

Google Sheets

Google, Spreadsheets
Integrate ClickUp with MyDocSafe

ClickUp

Project Management
Integrate Gmail with MyDocSafe

Gmail

Email, Google
Integrate Filter by Zapier with MyDocSafe

Filter by Zapier

Developer Tools, Zapier
Integrate Slack with MyDocSafe

Slack

Team Chat
Integrate Salesforce with MyDocSafe

Salesforce

CRM (Customer Relationship Management)
Integrate Google Sheets with MyDocSafe

Google Sheets

Google, Spreadsheets
Integrate ClickUp with MyDocSafe

ClickUp

Project Management
Integrate Gmail with MyDocSafe

Gmail

Email, Google

Connect your apps and automate workflows

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Popular ways to use MyDocSafe workflows

  • Create Salesforce contacts from new MyDocSafe forms

    Premium
    • MyDocSafe logo
    • Salesforce logo
    MyDocSafe + Salesforce
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Record

  • Create/update Xero contacts for new forms in MyDocSafe

    Premium
    • MyDocSafe logo
    • Xero logo
    MyDocSafe + Xero
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create/Update Contact

  • Create Quickbooks Online customers from new MyDocSafe forms

    Premium
    • MyDocSafe logo
    • QuickBooks Online logo
    MyDocSafe + QuickBooks Online
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Customer

  • Create Google Sheets rows for new MyDocSafe forms

    • MyDocSafe logo
    • Google Sheets logo
    MyDocSafe + Google Sheets
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Spreadsheet Row

  • Update Salesforce contacts for new completed MyDocSafe esigns

    Premium
    • MyDocSafe logo
    • Salesforce logo
    MyDocSafe + Salesforce
    More details
    1. When this happens

      Step 1: Sign Completed

    2. Then do this

      Step 2: Update Record

  • Update Salesforce contacts for esign rejections in MyDocSafe

    Premium
    • MyDocSafe logo
    • Salesforce logo
    MyDocSafe + Salesforce
    More details
    1. When this happens

      Step 1: Sign Rejected

    2. Then do this

      Step 2: Update Record

  • Create new leads in IRIS CRM from MyDocSafe forms

    • MyDocSafe logo
    • IRIS CRM logo
    MyDocSafe + IRIS CRM
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create New Lead

  • Create contacts in Karbon for new MyDocSafe forms

    • MyDocSafe logo
    • Karbon logo
    MyDocSafe + Karbon
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Person Contact

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About MyDocSafe

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

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