Cliengo

Customer Support

MyDocSafe

Document Management

Integrations Cliengo MyDocSafe

Create integrations between Cliengo and MyDocSafe

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Create a Folder in Mydocsafe when New Customer/Contact in Cliengo

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Create a Portal in Mydocsafe when New Customer/Contact in Cliengo

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Create a Portal Group in Mydocsafe when New Customer/Contact in Cliengo

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Create a Folder in Mydocsafe when New/Updated Customer in Cliengo

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Create a Portal in Mydocsafe when New/Updated Customer in Cliengo

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Create a Portal Group in Mydocsafe when New/Updated Customer in Cliengo

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Create Customer in Cliengo when Document is Signed in Mydocsafe

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Search Agent in Cliengo when Document is Signed in Mydocsafe

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Search Customer in Cliengo when Document is Signed in Mydocsafe

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Create Customer in Cliengo when Form is submitted in Mydocsafe

Actions and Triggers

Triggers

New Customer/Contact

Triggers when a new contact/customer is created

New/Updated Customer

Triggers when a new customer is created or 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.

Actions

Create Customer

creates a new customer

Search Agent

Search a agent

Search Customer

Search a customer

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Cliengo

Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.

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About 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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