Create integrations between Microsoft Outlook and MyDocSafe
Create a Folder in Mydocsafe when New contact in Microsoft-outlook
Create a Portal in Mydocsafe when New contact in Microsoft-outlook
Create a Portal Group in Mydocsafe when New contact in Microsoft-outlook
Create Contact in Microsoft Outlook when Document is Signed in Mydocsafe
Create Draft Email in Microsoft-outlook when Document is Signed in Mydocsafe
Create Event in Microsoft-outlook when Document is Signed in Mydocsafe
Delete Event in Microsoft-outlook when Document is Signed in Mydocsafe
Send Email in Microsoft-outlook when Document is Signed in Mydocsafe
Update Contact in Microsoft Outlook when Document is Signed in Mydocsafe
Create Contact in Microsoft Outlook when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
New contact
Trigger when new contact is created
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.
Create Draft Email
Create a new draft email
Create Event
Create an event in specified calendar
Delete Event
Delete an existing event
Send Email
Send an email from your outlook account
Update Contact
Update an existing contact
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Frequently Asked Questions
About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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.
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