Create integrations between Contacts+ and MyDocSafe
Create Contact when Document is Signed in Mydocsafe
Get account in Contacts-plus when Document is Signed in Mydocsafe
Create Contact when Form is submitted in Mydocsafe
Get account in Contacts-plus when Form is submitted in Mydocsafe
Create Contact when Esign is Rejected in Mydocsafe
Get account in Contacts-plus when Esign is Rejected in Mydocsafe
Create Contact when Sign Request Sent via MyDocSafe
Get account in Contacts-plus 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
Create Contact
Creates a contact.
Get account
Get the authenticated user’s account info
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 Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
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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