Create integrations between CleverReach and MyDocSafe
Get Forms in Cleverreach when Document is Signed in Mydocsafe
Get Forms in Cleverreach when Form is submitted in Mydocsafe
Get Forms in Cleverreach when Esign is Rejected in Mydocsafe
Get Forms in Cleverreach 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
Get Forms
Get all existing forms
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
About CleverReach
CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.
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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