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Create integrations between Cliengo and MyDocSafe
Create a Folder in Mydocsafe when New Customer/Contact in Cliengo
Create a Portal in Mydocsafe when New Customer/Contact in Cliengo
Create a Portal Group in Mydocsafe when New Customer/Contact in Cliengo
Create a Folder in Mydocsafe when New/Updated Customer in Cliengo
Create a Portal in Mydocsafe when New/Updated Customer in Cliengo
Create a Portal Group in Mydocsafe when New/Updated Customer in Cliengo
Create Customer in Cliengo when Document is Signed in Mydocsafe
Search Agent in Cliengo when Document is Signed in Mydocsafe
Search Customer in Cliengo when Document is Signed in Mydocsafe
Create Customer in Cliengo when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
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.
Do thisActions
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
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Frequently Asked Questions
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.
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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