Create a Portal Group in Mydocsafe when A new lead form is submitted from Facebook Ad Leads
Create a Folder in Mydocsafe when A new lead form is submitted from Facebook Ad Leads
Create a Portal in Mydocsafe when A new lead form is submitted from Facebook Ad Leads
Triggers when a new lead form is submitted from facebook leads.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
Learn MoreMyDocSafe 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