Create or Update record in Mapsly when Document is Signed in Mydocsafe
Create or Update record in Mapsly when Form is submitted in Mydocsafe
Create or Update record in Mapsly when Esign is Rejected in Mydocsafe
Create or Update record in Mapsly when Sign Request Sent via MyDocSafe
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.
Creates a new or update an existing record.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Mapsly is a powerful geo-mapping and location intelligence platform that integrates with your CRM to provide advanced mapping, routing, and territory management capabilities. It helps businesses visualize their data on a map, optimize routes, and manage territories effectively.
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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