Create integrations between EKM and MyDocSafe
Create a Folder in Mydocsafe when New Customer in EKM
Create a Portal in Mydocsafe when New Customer in EKM
Create a Portal Group in Mydocsafe when New Customer in EKM
Create a Folder in Mydocsafe when New Order in Ekm
Create a Portal in Mydocsafe when New Order in Ekm
Create a Portal Group in Mydocsafe when New Order in Ekm
Create a Folder in Mydocsafe when New Product in Ekm
Create a Portal in Mydocsafe when New Product in Ekm
Create a Portal Group in Mydocsafe when New Product in Ekm
Create a Folder in Mydocsafe when Update Order with Status in EKM
Actions and Triggers
When this happensTriggers
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
New Order With Status
Trigger when new order is added that match to the given order status.
Do thisActions
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
Update Product Variant
Modify the details of an existing product variant.
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 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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