Create integrations between crisp and MyDocSafe
Send Note Message via Crisp when Document is Signed in Mydocsafe
Create Conversation in Crisp when Document is Signed in Mydocsafe
Change Conversation State in Crisp when Document is Signed in Mydocsafe
Search for a Profile in Crisp when Document is Signed in Mydocsafe
Add Segments to Conversation in Crisp when Document is Signed in Mydocsafe
Send Text Message through Crisp when Document is Signed in Mydocsafe
Search for Conversation in Crisp when Document is Signed in Mydocsafe
Send Note Message via Crisp when Form is submitted in Mydocsafe
Create Conversation in Crisp when Form is submitted in Mydocsafe
Change Conversation State in Crisp when Form is submitted in 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
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
Change Conversation State
Update the state of a conversation.
Search for a Profile
Search Crisp people profile using an email address.
Add Segments to Conversation
Add segments to a conversation.
Send Text Message
Send a text message to a user.
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Frequently Asked Questions
About crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
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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