Connect Facebook Lead Ads and MyDocSafe to Build Intelligent Automations
Ready to use Facebook Lead Ads and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Form Is Submitted
runs when lead form is submitted
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Facebook Lead Ads integrations.
List leads from form
Get one page of leads from the selected lead form, with optional limit/offset pagination and a next-page cursor.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your Facebook Lead Ads and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Lead Ads triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Facebook Lead Ads data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Facebook Lead Ads and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Facebook Lead Ads and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Facebook Lead Ads
Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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