MyDocSafe

Document Management

ActiveCampaign

Marketing

Integrations MyDocSafe ActiveCampaign

Create integrations between MyDocSafe and ActiveCampaign

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Create a Folder in Mydocsafe when New Contact Added to List in Activecampaign

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Create a Portal Group in Mydocsafe when New Campaign Link Click in ActiveCampaign

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Create or Update Contact in ActiveCampaign when Esign is Rejected in Mydocsafe

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Create or Update Contact in ActiveCampaign when Sign Request Sent via MyDocSafe

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Create a Portal Group in Mydocsafe when New Campaign Open in ActiveCampaign

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Create a Portal in Mydocsafe when New Contact Note in Activecampaign

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Find all Campaigns in ActiveCampaign when Form is submitted in Mydocsafe

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Create a Portal in Mydocsafe when New Deal Note in Activecampaign

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Create or Update Contact in ActiveCampaign when Form is submitted in Mydocsafe

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Create a Portal Group in Mydocsafe when New Contact in Activecampaign

Actions and Triggers

Triggers

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.

Updated Contact

Triggers when an existing contact details are updated.

New Deal Task

Triggers when a new deal task is added.

Actions

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Find a User

Find an existing user by its email address.

Find a Deal Task

Find an existing deal task by its task title and deal id.

Find a Deal

Find an existing deal by its title or email.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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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.

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.

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.

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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About ActiveCampaign

ActiveCampaign 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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