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Leadzen.ai

Sales & CRM

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MyDocSafe

Document Management, E-Signature

Create integrations between Leadzen.ai and MyDocSafe

Actions and Triggers

Triggers

Leadzen.ai

Document is Signed

Triggers when a document is signed by all required parties.

Leadzen.ai

Form is submitted

Triggers when a form is submitted

Leadzen.ai

Esign is Rejected

Triggers when a esign is rejected

Leadzen.ai

Sign Request Sent

Triggers when a document sign request is sent.

Actions

Leadzen.ai

Get Credits

Get credits availability of your account.

Leadzen.ai

Create a Folder

Create Folder in a specific parent folder

Leadzen.ai

Create a Portal

Create a Portal in a Portal Group

Leadzen.ai

Create a Portal Group

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
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Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
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How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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About Leadzen.ai

Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.

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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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