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Create integrations between Gallabox and MyDocSafe
Create a Folder in Mydocsafe when New Contact in Gallabox
Create a Portal in Mydocsafe when New Contact in Gallabox
Create a Portal Group in Mydocsafe when New Contact in Gallabox
Create a Folder in Mydocsafe when Update Contact in Gallabox
Create a Portal in Mydocsafe when Update Contact in Gallabox
Create a Portal Group in Mydocsafe when Update Contact in Gallabox
Upsert Contact to Gallabox when Document is Signed in Mydocsafe
Upsert Contact to Gallabox when Form is submitted in Mydocsafe
Upsert Contact to Gallabox when Esign is Rejected in Mydocsafe
Upsert Contact to Gallabox when Sign Request Sent via MyDocSafe
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
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
Upsert Contact
Upsert a contact
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create 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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