Connect MyDocSafe and Close to Build Intelligent Automations

Document is Signed

Form is submitted

Esign is Rejected

Sign Request Sent

Create Contact

Update Contact

Create Task

Create Bulk Email

Delete Email

Update Call

Create Note

Create Call

List Contacts

List Lead Status

List Opportunity Status

List Pipelines

List SMS Templates

List Sequences

List User Scheduling Links

List Shared Scheduling Links

List Lead Custom Fields

List Contact Custom Fields

List Opportunity Custom Fields

List Custom Activity Types

List Custom Object Types

List Unsubscribed emails

Create Custom Activity

Create Custom Object

Create Export

Create SMS

Delete Email Address From Contact

Delete Logged Call

Merge Two Leads

Run Status Change Report

Toggle Forwarding on Phone Number

Update Custom Activity

Update Custom Object

Update Lead Smart View

Update Note

Find Call

Find Connected Account

Find Custom Object

Find Custom Activity

Find Contact

Find Group

Find Lead