Create integrations between Crystal Ball and MyDocSafe
List Annotations from Crystal Ball when Document is Signed in Mydocsafe
Create Annotation in Crystal Ball in Crystal-ball when Document is Signed in Mydocsafe
Delete Annotation in Crystal Ball when Document is Signed in Mydocsafe
Change Annotation in Crystal Ball when Document is Signed in Mydocsafe
List Annotations from Crystal Ball when Form is submitted in Mydocsafe
Create Annotation in Crystal Ball in Crystal-ball when Form is submitted in Mydocsafe
Delete Annotation in Crystal Ball when Form is submitted in Mydocsafe
Change Annotation in Crystal Ball when Form is submitted in Mydocsafe
List Annotations from Crystal Ball when Esign is Rejected in Mydocsafe
Create Annotation in Crystal Ball in Crystal-ball when Esign is Rejected 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
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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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