Create integrations between Callbell and MyDocSafe
Create a Folder in Mydocsafe when Contact Created in Callbell
Create a Portal in Mydocsafe when Contact Created in Callbell
Create a Portal Group in Mydocsafe when Contact Created in Callbell
Create a Folder in Mydocsafe when Contact Updated in Callbell
Create a Portal in Mydocsafe when Contact Updated in Callbell
Create a Portal Group in Mydocsafe when Contact Updated in Callbell
Create New Contact in Callbell when Document is Signed in Mydocsafe
Update Contact in Callbell when Document is Signed in Mydocsafe
Create Message Text in Callbell when Document is Signed in Mydocsafe
Update Bot Status in Callbell when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
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 New Contact
Creates a new Contact
Update Contact
Updates one or more fields in an existing contact.
Create Message Text
Creates a new text Message
Update Bot Status
Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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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