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Create a Portal Group in Mydocsafe when New Contact in Kylas-crm
Create a Folder in Mydocsafe when New Contact in Kylas-crm
Search Contact in Kylas CRM when Document is Signed in Mydocsafe
Create a Portal in Mydocsafe when New Contact in Kylas-crm
Search Company in Kylas-crm when Document is Signed in Mydocsafe
Search Lead in Kylas-crm when Document is Signed in Mydocsafe
Create a Portal Group in Mydocsafe when New Lead in Kylas CRM
Search Contact in Kylas CRM when Esign is Rejected in Mydocsafe
Search Contact in Kylas CRM when Sign Request Sent via MyDocSafe
Search Company in Kylas-crm when Sign Request Sent via MyDocSafe
Triggers when a new lead is created in Kylas CRM.
Triggers when a new contact is added in Kylas CRM.
Triggers when a new deal is generated in the system.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Creates a new lead in Kylas CRM.
Creates a Contact on Kylas CRM.
Creates a new company on Kylas CRM.
Creates a new deal
Get an existing contact by its ID
Get an existing company details by its ID
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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.
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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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