MyDocSafe Integrations
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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
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