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Create a Folder in Mydocsafe when New Customer in GorillaDesk
Create a Portal in Mydocsafe when New Customer in GorillaDesk
Create a Portal Group in Mydocsafe when New Customer in GorillaDesk
Create a Folder in Mydocsafe when Updated Customer in Gorilladesk
Create a Portal in Mydocsafe when Updated Customer in Gorilladesk
Create a Portal Group in Mydocsafe when Updated Customer in Gorilladesk
Add a Customer to GorillaDesk when Document is Signed in Mydocsafe
Add a Lead in Gorilladesk when Document is Signed in Mydocsafe
Add a Booking to GorillaDesk when Document is Signed in Mydocsafe
Add a Customer to GorillaDesk when Form is submitted in Mydocsafe
Triggers when a new customer is created.
Trigger when an existing customer is updated.
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.
Adds a new customer to GorillaDesk.
Adds a new lead to GorillaDesk.
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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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.
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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.
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