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Create integrations between BoldDesk and MyDocSafe
Create Ticket in BoldDesk when Document is Signed in Mydocsafe
Update Ticket in BoldDesk when Document is Signed in Mydocsafe
Create Contact in BoldDesk when Document is Signed in Mydocsafe
Create Contact Group in Bolddesk when Document is Signed in Mydocsafe
Create Ticket Note in BoldDesk when Document is Signed in Mydocsafe
Create Ticket Reply in BoldDesk when Document is Signed in Mydocsafe
Update Contact in Bolddesk when Document is Signed in Mydocsafe
Update Contact Group in Bolddesk when Document is Signed in Mydocsafe
Create Ticket in BoldDesk when Form is submitted in Mydocsafe
Update Ticket in BoldDesk when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
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
Create Ticket
Creates a new support ticket in BoldDesk.
Update Ticket
Updates an existing support ticket with new information.
Create Contact
Create a new contact.
Create Contact Group
Create a new contact group.
Create Ticket Note
Create note to an existing ticket.
Create Ticket Reply
Create reply to an existing ticket
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Frequently Asked Questions
About BoldDesk
BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
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.
Learn More
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