Create integrations between Circle and MyDocSafe
Has Member Tag in Circle when Document is Signed in Mydocsafe
Has Member Tag in Circle when Form is submitted in Mydocsafe
Has Member Tag in Circle when Esign is Rejected in Mydocsafe
Has Member Tag in Circle when Sign Request Sent via 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
Has Member Tag
Verify that a member had a specific member tag assigned to them.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Frequently Asked Questions
About Circle
Circle is a community platform designed to bring together your audience, foster engagement, and build meaningful connections. It offers tools for creating and managing online communities, including discussion forums, member directories, and event management.
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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