IRIS CRM + MyDocSafe

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

  1. When this happens...
    MyDocSafeMyDocSafe
    Form Submission

    Triggers when a from of that company is submitted.

    TriggerInstant
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    ActionWrite
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Supported triggers and actions

    • CompanyRequired

    Trigger
    Instant
    Try It
    • CompanyRequired

    Trigger
    Instant
    Try It
    • CompanyRequired

    Trigger
    Instant
    Try It
    • CompanyRequired

    Trigger
    Instant
    Try It
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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 more

Related categories

  • Payment Processing
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mydocsafe logo

About MyDocSafe

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

Related categories

  • Documents