Connect Snov.io and MyDocSafe to Build Intelligent Automations
Ready to use Snov.io and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Campaign Email Sent
Triggers when a new campaign email is sent to prospects
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 Snov.io integrations.
Find Prospect by Email
Find prospect from your lists by email address.
Find Prospect by Id
Find the prospect by id
Create or Update Prospect
Add a new prospect to a prospect list or update an existing one
Find or Create Prospect
Find Prospect's detail by email. Optionally create prospect if none is found.
Email Verifier
Add emails for verification
Search Emails
Find emails by first name, last name and domain address
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Frequently Asked Questions
To start, connect both your Snov.io and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Snov.io triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Snov.io 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 Snov.io 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 Snov.io 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 Snov.io
Snovio is a comprehensive platform designed to streamline your email outreach and lead generation efforts. It offers tools for email finding, verification, and sending, making it an essential resource for sales and marketing professionals looking to enhance their outreach strategies.
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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