Create integrations between LionDesk and MyDocSafe
Create a Folder in Mydocsafe when New Contact in Liondesk
Create a Portal in Mydocsafe when New Contact in Liondesk
Create a Portal Group in Mydocsafe when New Contact in Liondesk
Create Contact in LionDesk when Document is Signed in Mydocsafe
Start Campaign in Liondesk when Document is Signed in Mydocsafe
Find a Contact in LionDesk when Document is Signed in Mydocsafe
Create Contact in LionDesk when Form is submitted in Mydocsafe
Start Campaign in Liondesk when Form is submitted in Mydocsafe
Find a Contact in LionDesk when Form is submitted in Mydocsafe
Create Contact in LionDesk when Esign is Rejected in Mydocsafe
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is created in Liondesk.
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
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Find a Contact
Search for a contact in your LionDesk account.
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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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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