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Find a User in ActiveCampaign when Document is Signed in Mydocsafe
Find a Deal Task in ActiveCampaign when Document is Signed in Mydocsafe
Find a Deal in ActiveCampaign when Document is Signed in Mydocsafe
Find a Contact in ActiveCampaign when Document is Signed in Mydocsafe
Create or Update Contact in ActiveCampaign when Document is Signed in Mydocsafe
Create an Account in ActiveCampaign when Document is Signed in Mydocsafe
Create or Update a Deal in ActiveCampaign when Document is Signed in Mydocsafe
Update a Deal in Activecampaign when Document is Signed in Mydocsafe
Find all Campaigns in ActiveCampaign when Document is Signed in Mydocsafe
Find a Campaign in ActiveCampaign when Document is Signed in 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.
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Find an existing user by its email address.
Find an existing deal task by its task title and deal id.
Find an existing deal by its title or email.
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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.
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 MoreActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
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