Create integrations between FuseDesk and MyDocSafe
Get a Rep in Fusedesk when Document is Signed in Mydocsafe
Create Contact in Fusedesk when Document is Signed in Mydocsafe
Create FuseDesk Case in Fusedesk when Document is Signed in Mydocsafe
Update Contact in Fusedesk when Document is Signed in Mydocsafe
Update FuseDesk Case in Fusedesk when Document is Signed in Mydocsafe
Find a Contact in FuseDesk when Document is Signed in Mydocsafe
Find Case in Fusedesk when Document is Signed in Mydocsafe
Get a Rep in Fusedesk when Form is submitted in Mydocsafe
Create Contact in Fusedesk when Form is submitted in Mydocsafe
Create FuseDesk Case in Fusedesk 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
Get a Rep
Gets a FuseDesk Rep by User ID
Create Contact
Creates a Contact
Create FuseDesk Case
Create a new FuseDesk Case
Update Contact
Updates a Contact
Update FuseDesk Case
Updated an existing FuseDesk Case.
Find a Contact
Finds a Contact Optionally, create a contact if none are found.
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Frequently Asked Questions
About FuseDesk
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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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