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Create integrations between Callingly and MyDocSafe
Create Client in Callingly when Document is Signed in Mydocsafe
Call Lead using Callingly when Document is Signed in Mydocsafe
Create Team in Callingly when Document is Signed in Mydocsafe
Find Lead on Callingly when Document is Signed in Mydocsafe
Create Client in Callingly when Form is submitted in Mydocsafe
Call Lead using Callingly when Form is submitted in Mydocsafe
Create Team in Callingly when Form is submitted in Mydocsafe
Find Lead on Callingly when Form is submitted in Mydocsafe
Create Client in Callingly when Esign is Rejected in Mydocsafe
Call Lead using Callingly when Esign is Rejected 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 Client
Creates a new client.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
Find Lead
Finds an existing lead.
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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
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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